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 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 $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

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

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

SFS

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Semus Wealth Partners's ETJ Position: Q1 2026 in Review

Semus Wealth Partners increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.96% in Q1 2026, buying an estimated $1.37K and bringing the position to 16,586 shares worth $136K. The position accounts for 0.08% of the portfolio, ranked #106.

Semus Wealth Partners first reported a position in ETJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $521K in Q2 2023. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Semus Wealth Partners held 16,586 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $136K as of Q1 2026.
Semus Wealth Partners bought 158 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $1.37K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.08% of Semus Wealth Partners's portfolio in Q1 2026, its #106 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 14 quarters since.
Semus Wealth Partners's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $521K in Q2 2023.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.