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

Spire Wealth 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
2024 Q2	–	Sell	-7,712	Closed	-$64.4K	–	2266
2024 Q1	$64.4K	Hold	7,712	–	–	﹤0.01%	1128
2023 Q4	$61.6K	Hold	7,712	–	–	﹤0.01%	1131
2023 Q3	$59.2K	Hold	7,712	–	–	﹤0.01%	1112
2023 Q2	$63.4K	Sell	7,712 -74	-1%	-$588	﹤0.01%	1109
2023 Q1	$61.9K	Buy	7,786 +7,714	+10,714%	+$59.9K	﹤0.01%	1111
2022 Q4	$1K	Buy	+72	New	+$588	﹤0.01%	2172
2022 Q3	–	Sell	-8,363	Closed	-$70K	–	2297
2022 Q2	$70K	Sell	8,363 -8,169	-49%	-$74.3K	﹤0.01%	1164
2022 Q1	$163K	Sell	16,532 -15,545	-48%	-$156K	﹤0.01%	969
2021 Q4	$343K	Buy	32,077 +338	+1%	+$3.73K	0.01%	855
2021 Q3	$339K	Buy	31,739 +216	+0.7%	+$2.43K	0.01%	713
2021 Q2	$363K	Sell	31,523 -6,296	-17%	-$69.8K	0.01%	712
2021 Q1	$408K	Buy	+37,819	New	+$400K	0.01%	734

Other funds holding ETJ

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Spire Wealth Management's ETJ Position: Q2 2024 in Review

Spire Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2024, closing a stake of 7,712 shares — an estimated $64.4K sold.

Spire Wealth Management first reported a position in ETJ in Q1 2021 and held it in 12 quarters. The position peaked at $408K in Q1 2021. 89 funds tracked by Wall St. Rank hold ETJ as of Q2 2024.

Spire Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 7,712 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2024, an estimated $64.4K.
Spire Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2021 and held it in 12 quarters.
Spire Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $408K in Q1 2021.
89 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.