SAM
ETJ

Smartleaf Asset Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Smartleaf Asset Management’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 		$9.92K Hold
1,254
– – ﹤0.01% 2332
2025
Q4 		$11.1K Sell
1,254
-19
-1% -$168 ﹤0.01% 2349
2025
Q3 		$11.4K Hold
1,273
– – ﹤0.01% 2058
2025
Q2 		$11.4K Sell
1,273
-10
-0.8% -$86 ﹤0.01% 1784
2025
Q1 		$10.9K Hold
1,283
– – ﹤0.01% 1896
2024
Q4 		$11.9K Hold
1,283
– – ﹤0.01% 1923
2024
Q3 		$11.7K Hold
1,283
– – ﹤0.01% 1664
2024
Q2 		$11.2K Sell
1,283
-19
-1% -$161 ﹤0.01% 1344
2024
Q1 		$10.9K Sell
1,302
-39
-3% -$319 ﹤0.01% 997
2023
Q4 		$10.5K Buy
+1,341
New +$10.4K ﹤0.01% 763

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Smartleaf Asset Management's ETJ Position: Q1 2026 in Review

Smartleaf Asset Management held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q1 2026 at 1,254 shares worth $9.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Smartleaf Asset Management first reported a position in ETJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.9K in Q4 2024. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Smartleaf Asset Management held 1,254 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $9.92K as of Q1 2026.
  • Smartleaf Asset Management left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2332 holding.
  • Smartleaf Asset Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $11.9K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.