Semus Wealth Partners’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Semus Wealth Partners’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
2026 Q2	$112K	Sell	13,497 -3,089	-19%	-$25.8K	0.05%	110
2026 Q1	$136K	Buy	16,586 +158	+1%	+$1.37K	0.08%	106
2025 Q4	$145K	Sell	16,428 -2,156	-12%	-$19K	0.08%	108
2025 Q3	$167K	Sell	18,584 -9,554	-34%	-$85.8K	0.09%	107
2025 Q2	$254K	Buy	28,138 +203	+0.7%	+$1.75K	0.17%	96
2025 Q1	$236K	Sell	27,935 -4,060	-13%	-$36.5K	0.16%	94
2024 Q4	$298K	Sell	31,995 -9,585	-23%	-$89.1K	0.2%	81
2024 Q3	$383K	Sell	41,580 -11,073	-21%	-$98.9K	0.27%	73
2024 Q2	$462K	Sell	52,653 -8,582	-14%	-$72.7K	0.36%	51
2024 Q1	$511K	Sell	61,235 -1,224	-2%	-$10K	0.43%	51
2023 Q4	$490K	Sell	62,459 -851	-1%	-$6.6K	0.4%	53
2023 Q3	$486K	Sell	63,310 -50	-0.1%	-$403	0.45%	51
2023 Q2	$521K	Buy	63,360 +199	+0.3%	+$1.58K	0.48%	52
2023 Q1	$502K	Sell	63,161 -1,428	-2%	-$11.1K	0.54%	46
2022 Q4	$484K	Buy	+64,589	New	+$527K	0.59%	45

Other funds holding ETJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SFS

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

Semus Wealth Partners's ETJ Position: Q2 2026 in Review

Semus Wealth Partners reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 19% in Q2 2026, selling an estimated $25.8K and leaving 13,497 shares worth $112K. The position accounts for 0.05% of the portfolio, ranked #110.

Semus Wealth Partners first reported a position in ETJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $521K in Q2 2023. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Semus Wealth Partners held 13,497 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $112K as of Q2 2026.
Semus Wealth Partners sold 3,089 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $25.8K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.05% of Semus Wealth Partners's portfolio in Q2 2026, its #110 holding.
Semus Wealth Partners first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2022 and has held it in 15 quarters since.
Semus Wealth Partners's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $521K in Q2 2023.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.