Stifel Financial
ETJ

Stifel Financial’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Stifel Financial’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 		$392K Sell
47,952
-3,338
-7% -$28.9K ﹤0.01% 3012
2025
Q4 		$452K Sell
51,290
-5,700
-10% -$50.3K ﹤0.01% 2921
2025
Q3 		$512K Sell
56,990
-16,900
-23% -$152K ﹤0.01% 2798
2025
Q2 		$668K Sell
73,890
-4,500
-6% -$38.8K ﹤0.01% 2586
2025
Q1 		$663K Buy
78,390
+8,400
+12% +$75.5K ﹤0.01% 2499
2024
Q4 		$652K Buy
69,990
+899
+1% +$8.35K ﹤0.01% 2520
2024
Q3 		$636K Buy
69,091
+15,497
+29% +$138K ﹤0.01% 2521
2024
Q2 		$471K Buy
53,594
+8,828
+20% +$74.8K ﹤0.01% 2663
2024
Q1 		$374K Sell
44,766
-3,000
-6% -$24.5K ﹤0.01% 2776
2023
Q4 		$374K Hold
47,766
– – ﹤0.01% 2718
2023
Q3 		$367K Sell
47,766
-103,887
-69% -$838K ﹤0.01% 2668
2023
Q2 		$1.25M Sell
151,653
-8,420
-5% -$66.9K ﹤0.01% 1932
2023
Q1 		$1.27M Sell
160,073
-1,187
-0.7% -$9.22K ﹤0.01% 1879
2022
Q4 		$1.21M Sell
161,260
-11,711
-7% -$95.6K ﹤0.01% 1858
2022
Q3 		$1.43M Buy
172,971
+99,966
+137% +$919K ﹤0.01% 1694
2022
Q2 		$612K Buy
73,005
+26,562
+57% +$242K ﹤0.01% 2348
2022
Q1 		$459K Sell
46,443
-3,427
-7% -$34.5K ﹤0.01% 2622
2021
Q4 		$533K Buy
49,870
+3,427
+7% +$37.8K ﹤0.01% 2549
2021
Q3 		$496K Buy
46,443
+978
+2% +$11K ﹤0.01% 2578
2021
Q2 		$524K Hold
45,465
– – ﹤0.01% 2556
2021
Q1 		$490K Hold
45,465
– – ﹤0.01% 2504
2020
Q4 		$471K Buy
45,465
+2,000
+5% +$20.1K ﹤0.01% 2358
2020
Q3 		$416K Buy
43,465
+3,700
+9% +$36.7K ﹤0.01% 2202
2020
Q2 		$380K Hold
39,765
– – ﹤0.01% 2213
2020
Q1 		$330K Sell
39,765
-4,086
-9% -$36.8K ﹤0.01% 2115
2019
Q4 		$409K Sell
43,851
-817
-2% -$7.6K ﹤0.01% 2383
2019
Q3 		$415K Buy
44,668
+1,725
+4% +$16.2K ﹤0.01% 2266
2019
Q2 		$404K Buy
42,943
+4,609
+12% +$43.2K ﹤0.01% 2318
2019
Q1 		$354K Sell
38,334
-7,405
-16% -$64.9K ﹤0.01% 2262
2018
Q4 		$370K Sell
45,739
-71,733
-61% -$656K ﹤0.01% 2119
2018
Q3 		$1.17M Sell
117,472
-824
-0.7% -$8.09K ﹤0.01% 1577
2018
Q2 		$1.11M Buy
118,296
+66,404
+128% +$619K ﹤0.01% 1540
2018
Q1 		$466K Buy
51,892
+16,055
+45% +$150K ﹤0.01% 2014
2017
Q4 		$343K Buy
35,837
+13,415
+60% +$125K ﹤0.01% 2126
2017
Q3 		$210K Sell
22,422
-2,400
-10% -$22.6K ﹤0.01% 2343
2017
Q2 		$233K Buy
24,822
+1,324
+6% +$12.3K ﹤0.01% 2264
2017
Q1 		$213K Buy
23,498
+315
+1% +$2.94K ﹤0.01% 2287
2016
Q4 		$208K Buy
23,183
+2,531
+12% +$22.9K ﹤0.01% 2232
2016
Q3 		$194K Buy
+20,652
New +$201K ﹤0.01% 2194
2016
Q2 		– Sell
-11,825
Closed -$112K – 2527
2016
Q1 		$112K Buy
+11,825
New +$112K ﹤0.01% 2092
2014
Q2 		– Sell
-25,522
Closed -$288K – 2213
2014
Q1 		$288K Buy
+25,522
New +$292K ﹤0.01% 1746

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

Stifel Financial's ETJ Position: Q1 2026 in Review

Stifel Financial reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 6.5% in Q1 2026, selling an estimated $28.9K and leaving 47,952 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #3012.

Stifel Financial first reported a position in ETJ in Q1 2014 and has held it in 41 quarters since. The position peaked at $1.43M in Q3 2022. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Stifel Financial held 47,952 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $392K as of Q1 2026.
  • Stifel Financial sold 3,338 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $28.9K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3012 holding.
  • Stifel Financial first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2014 and has held it in 41 quarters since.
  • Stifel Financial's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1.43M in Q3 2022.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.