SageView Advisory Group’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

SageView Advisory Group’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$526K	Buy	59,691 +1,690	+3%	+$14.9K	0.02%	353
2025 Q3	$521K	Hold	58,001	–	–	0.02%	374
2025 Q2	$520K	Buy	58,001 +20,248	+54%	+$175K	0.02%	360
2025 Q1	$319K	Buy	37,753 +4,050	+12%	+$36.4K	0.01%	457
2024 Q4	$314K	Buy	33,703 +98	+0.3%	+$911	0.01%	451
2024 Q3	$310K	Hold	33,605	–	–	0.02%	383
2024 Q2	$295K	Buy	33,605 +3,552	+12%	+$30.1K	0.01%	436
2024 Q1	$251K	Hold	30,053	–	–	0.01%	464
2023 Q4	$240K	Sell	30,053 -1,439	-5%	-$11.2K	0.01%	577
2023 Q3	$242K	Buy	31,492 +13,314	+73%	+$107K	0.01%	471
2023 Q2	$149K	Buy	+18,178	New	+$144K	0.01%	536

Other funds holding ETJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's ETJ Position: Q4 2025 in Review

SageView Advisory Group increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 2.9% in Q4 2025, buying an estimated $14.9K and bringing the position to 59,691 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #353.

SageView Advisory Group first reported a position in ETJ in Q2 2023 and has held it in 11 quarters since. 119 funds tracked by Wall St. Rank hold ETJ as of Q4 2025.

SageView Advisory Group held 59,691 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $526K as of Q4 2025.
SageView Advisory Group bought 1,690 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2025, an estimated $14.9K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #353 holding.
SageView Advisory Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2023 and has held it in 11 quarters since.
119 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.