Sigma Planning Corp’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Sigma Planning Corp’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	$258K	Buy	31,621 +61	+0.2%	+$528	0.01%	1108
2025 Q4	$278K	Sell	31,560 -236	-0.7%	-$2.08K	0.01%	1067
2025 Q3	$286K	Sell	31,796 -468	-1%	-$4.2K	0.01%	1049
2025 Q2	$292K	Sell	32,264 -1,446	-4%	-$12.5K	0.01%	1002
2025 Q1	$285K	Buy	33,710 +3,338	+11%	+$30K	0.01%	968
2024 Q4	$283K	Buy	30,372 +282	+0.9%	+$2.62K	0.01%	951
2024 Q3	$277K	Buy	30,090 +1,285	+4%	+$11.5K	0.01%	991
2024 Q2	$253K	Buy	28,805 +519	+2%	+$4.4K	0.01%	990
2024 Q1	$236K	Buy	+28,286	New	+$231K	0.01%	1064
2023 Q4	–	Sell	-26,703	Closed	-$205K	–	940
2023 Q3	$205K	Buy	26,703 +1,071	+4%	+$8.64K	0.01%	1082
2023 Q2	$211K	Buy	25,632 +343	+1%	+$2.73K	0.01%	1076
2023 Q1	$201K	Sell	25,289 -1,837	-7%	-$14.3K	0.01%	1175
2022 Q4	$203K	Sell	27,126 -165	-0.6%	-$1.35K	0.01%	1123
2022 Q3	$226K	Buy	27,291 +386	+1%	+$3.55K	0.01%	1068
2022 Q2	$225K	Buy	26,905 +647	+2%	+$5.89K	0.01%	1112
2022 Q1	$259K	Buy	26,258 +356	+1%	+$3.58K	0.01%	1133
2021 Q4	$277K	Sell	25,902 -495	-2%	-$5.47K	0.01%	1124
2021 Q3	$282K	Buy	26,397 +221	+0.8%	+$2.48K	0.01%	1089
2021 Q2	$302K	Buy	26,176 +1,241	+5%	+$13.8K	0.01%	1078
2021 Q1	$269K	Buy	24,935 +864	+4%	+$9.15K	0.01%	1053
2020 Q4	$250K	Buy	24,071 +661	+3%	+$6.63K	0.01%	990
2020 Q3	$224K	Sell	23,410 -30,856	-57%	-$306K	0.01%	912
2020 Q2	$519K	Buy	54,266 +22,099	+69%	+$203K	0.02%	574
2020 Q1	$268K	Buy	32,167 +4,830	+18%	+$43.5K	0.02%	688
2019 Q4	$255K	Sell	27,337 -1,770	-6%	-$16.5K	0.01%	868
2019 Q3	$269K	Sell	29,107 -9,797	-25%	-$92K	0.01%	813
2019 Q2	$366K	Sell	38,904 -112	-0.3%	-$1.05K	0.02%	654
2019 Q1	$359K	Sell	39,016 -718	-2%	-$6.3K	0.02%	615
2018 Q4	$323K	Sell	39,734 -196	-0.5%	-$1.79K	0.02%	579
2018 Q3	$397K	Sell	39,930 -883	-2%	-$8.67K	0.02%	570
2018 Q2	$385K	Buy	40,813 +38	+0.1%	+$354	0.03%	536
2018 Q1	$367K	Buy	40,775 +269	+0.7%	+$2.52K	0.03%	534
2017 Q4	$390K	Buy	40,506 +2,233	+6%	+$20.7K	0.03%	513
2017 Q3	$361K	Buy	38,273 +205	+0.5%	+$1.93K	0.03%	538
2017 Q2	$357K	Buy	38,068 +265	+0.7%	+$2.46K	0.03%	509
2017 Q1	$343K	Buy	37,803 +799	+2%	+$7.46K	0.03%	522
2016 Q4	$332K	Sell	37,004 -3,051	-8%	-$27.7K	0.04%	497
2016 Q3	$378K	Buy	40,055 +223	+0.6%	+$2.17K	0.04%	433
2016 Q2	$389K	Buy	39,832 +1,294	+3%	+$12.5K	0.05%	393
2016 Q1	$365K	Buy	38,538 +680	+2%	+$6.44K	0.05%	390
2015 Q4	$385K	Buy	37,858 +219	+0.6%	+$2.22K	0.05%	391
2015 Q3	$361K	Buy	37,639 +503	+1%	+$5.26K	0.06%	381
2015 Q2	$401K	Sell	37,136 -1,590	-4%	-$17.3K	0.06%	399
2015 Q1	$419K	Buy	38,726 +1,236	+3%	+$13.3K	0.06%	399
2014 Q4	$400K	Buy	+37,490	New	+$427K	0.05%	394

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

Sigma Planning Corp's ETJ Position: Q1 2026 in Review

Sigma Planning Corp increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.19% in Q1 2026, buying an estimated $528 and bringing the position to 31,621 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #1108.

Sigma Planning Corp first reported a position in ETJ in Q4 2014 and has held it in 45 quarters since. The position peaked at $519K in Q2 2020. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Sigma Planning Corp held 31,621 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $258K as of Q1 2026.
Sigma Planning Corp bought 61 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $528.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1108 holding.
Sigma Planning Corp first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2014 and has held it in 45 quarters since.
Sigma Planning Corp's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $519K in Q2 2020.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.