SPIA
ETJ

Steward Partners Investment Advisory’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Steward Partners Investment Advisory’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 		$985K Buy
120,616
+102,588
+569% +$887K 0.01% 1170
2025
Q4 		$159K Buy
18,028
+219
+1% +$1.93K ﹤0.01% 2045
2025
Q3 		$160K Hold
17,809
– – ﹤0.01% 1973
2025
Q2 		$161K Sell
17,809
-43
-0.2% -$371 ﹤0.01% 1860
2025
Q1 		$151K Buy
17,852
+988
+6% +$8.88K ﹤0.01% 1784
2024
Q4 		$157K Buy
16,864
+3,533
+27% +$32.8K ﹤0.01% 1751
2024
Q3 		$123K Buy
13,331
+26
+0.2% +$232 ﹤0.01% 1778
2024
Q2 		$117K Sell
13,305
-713
-5% -$6.04K ﹤0.01% 1708
2024
Q1 		$117K Buy
14,018
+1,301
+10% +$10.6K ﹤0.01% 1687
2023
Q4 		$99.7K Buy
12,717
+378
+3% +$2.93K ﹤0.01% 1704
2023
Q3 		$94.8K Buy
12,339
+9,839
+394% +$79.4K ﹤0.01% 1591
2023
Q2 		$20.6K Hold
2,500
– – ﹤0.01% 2275
2023
Q1 		$19.9K Sell
2,500
-1,837
-42% -$14.3K ﹤0.01% 2252
2022
Q4 		$32.5K Hold
4,337
– – ﹤0.01% 2006
2022
Q3 		$36K Buy
4,337
+837
+24% +$7.69K ﹤0.01% 1941
2022
Q2 		$29K Hold
3,500
– – ﹤0.01% 2055
2022
Q1 		$35K Buy
3,500
+550
+19% +$5.53K ﹤0.01% 2093
2021
Q4 		$32K Hold
2,950
– – ﹤0.01% 2103
2021
Q3 		$32K Hold
2,950
– – ﹤0.01% 2097
2021
Q2 		$34K Sell
2,950
-148,275
-98% -$1.64M ﹤0.01% 4000
2021
Q1 		$1.63M Buy
151,225
+148,425
+5,301% +$1.57M 0.03% 494
2020
Q4 		$29K Hold
2,800
– – ﹤0.01% 1924
2020
Q3 		$27K Buy
2,800
+600
+27% +$5.96K ﹤0.01% 1769
2020
Q2 		$21K Buy
2,200
+1,200
+120% +$11K ﹤0.01% 1753
2020
Q1 		$8K Hold
1,000
– – ﹤0.01% 1926
2019
Q4 		$9K Hold
1,000
– – ﹤0.01% 2049
2019
Q3 		$9K Hold
1,000
– – ﹤0.01% 2031
2019
Q2 		$9K Buy
+1,000
New +$9.37K ﹤0.01% 2017
2018
Q4 		– Sell
-1,561
Closed -$16K – 1173
2018
Q3 		$16K Buy
+1,561
New +$15.3K ﹤0.01% 1649

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Steward Partners Investment Advisory's ETJ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 569% in Q1 2026, buying an estimated $887K and bringing the position to 120,616 shares worth $985K. The position accounts for 0.01% of the portfolio, ranked #1170.

Steward Partners Investment Advisory first reported a position in ETJ in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.63M in Q1 2021. 117 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Steward Partners Investment Advisory held 120,616 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $985K as of Q1 2026.
  • Steward Partners Investment Advisory bought 102,588 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $887K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1170 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2018 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1.63M in Q1 2021.
  • 117 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.