Sheaff Brock Investment Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $170K | Hold |
20,117
| – | – | 0.02% | 414 |
|
|
2024
Q4 | $187K | Buy |
20,117
+700
| +4% | +$6.5K | 0.02% | 407 |
|
|
2024
Q3 | $179K | Hold |
19,417
| – | – | 0.02% | 413 |
|
|
2024
Q2 | $170K | Buy |
19,417
+8,792
| +83% | +$74.5K | 0.02% | 408 |
|
|
2024
Q1 | $88.7K | Hold |
10,625
| – | – | 0.01% | 488 |
|
|
2023
Q4 | $83.3K | Hold |
10,625
| – | – | 0.01% | 461 |
|
|
2023
Q3 | $81.6K | Hold |
10,625
| – | – | 0.01% | 439 |
|
|
2023
Q2 | $87.3K | Hold |
10,625
| – | – | 0.01% | 465 |
|
|
2023
Q1 | $84.5K | Hold |
10,625
| – | – | 0.01% | 490 |
|
|
2022
Q4 | $79.7K | Hold |
10,625
| – | – | 0.01% | 477 |
|
|
2022
Q3 | $88K | Hold |
10,625
| – | – | 0.01% | 466 |
|
|
2022
Q2 | $89K | Hold |
10,625
| – | – | 0.01% | 475 |
|
|
2022
Q1 | $105K | Hold |
10,625
| – | – | 0.01% | 515 |
|
|
2021
Q4 | $114K | Hold |
10,625
| – | – | 0.01% | 522 |
|
|
2021
Q3 | $114K | Hold |
10,625
| – | – | 0.01% | 529 |
|
|
2021
Q2 | $122K | Hold |
10,625
| – | – | 0.01% | 500 |
|
|
2021
Q1 | $115K | Buy |
10,625
+500
| +5% | +$5.29K | 0.01% | 479 |
|
|
2020
Q4 | $105K | Hold |
10,125
| – | – | 0.01% | 464 |
|
|
2020
Q3 | $97K | Buy |
+10,125
| New | +$101K | 0.01% | 434 |
|
|
2020
Q2 | – | Sell |
-11,625
| Closed | -$97K | – | 467 |
|
|
2020
Q1 | $97K | Sell |
11,625
-1,000
| -8% | -$9.02K | 0.01% | 375 |
|
|
2019
Q4 | $118K | Hold |
12,625
| – | – | 0.01% | 445 |
|
|
2019
Q3 | $117K | Hold |
12,625
| – | – | 0.01% | 430 |
|
|
2019
Q2 | $119K | Hold |
12,625
| – | – | 0.01% | 454 |
|
|
2019
Q1 | $116K | Hold |
12,625
| – | – | 0.01% | 470 |
|
|
2018
Q4 | $103K | Sell |
12,625
-20,000
| -61% | -$183K | 0.02% | 431 |
|
|
2018
Q3 | $324K | Sell |
32,625
-9,000
| -22% | -$88.4K | 0.03% | 341 |
|
|
2018
Q2 | $393K | Hold |
41,625
| – | – | 0.04% | 310 |
|
|
2018
Q1 | $374K | Buy |
41,625
+6,000
| +17% | +$56.1K | 0.04% | 313 |
|
|
2017
Q4 | $343K | Buy |
35,625
+1,000
| +3% | +$9.29K | 0.04% | 326 |
|
|
2017
Q3 | $327K | Hold |
34,625
| – | – | 0.04% | 341 |
|
|
2017
Q2 | $324K | Sell |
34,625
-3,033
| -8% | -$28.2K | 0.04% | 367 |
|
|
2017
Q1 | $342K | Buy |
37,658
+25,152
| +201% | +$235K | 0.04% | 358 |
|
|
2016
Q4 | $112K | Buy |
12,506
+906
| +8% | +$8.21K | 0.01% | 565 |
|
|
2016
Q3 | $109K | Buy |
11,600
+1,000
| +9% | +$9.72K | 0.01% | 518 |
|
|
2016
Q2 | $104K | Hold |
10,600
| – | – | 0.01% | 542 |
|
|
2016
Q1 | $100K | Sell |
10,600
-1,506
| -12% | -$14.3K | 0.01% | 557 |
|
|
2015
Q4 | $123K | Buy |
+12,106
| New | +$123K | 0.01% | 568 |
|
Other funds holding ETJ
GC
CA
SFS
Sheaff Brock Investment Advisors's ETJ Position: Q1 2025 in Review
Sheaff Brock Investment Advisors held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q1 2025 at 20,117 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #414.
Sheaff Brock Investment Advisors first reported a position in ETJ in Q4 2015 and has held it in 37 quarters since. The position peaked at $393K in Q2 2018. 92 funds tracked by Wall St. Rank hold ETJ as of Q1 2025.
- Sheaff Brock Investment Advisors held 20,117 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $170K as of Q1 2025.
- Sheaff Brock Investment Advisors left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q1 2025.
- Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #414 holding.
- Sheaff Brock Investment Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2015 and has held it in 37 quarters since.
- Sheaff Brock Investment Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $393K in Q2 2018.
- 92 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.