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

Strategic Financial Concepts’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	$132K	Buy	+16,100	New	+$139K	0.03%	296
2025 Q4	–	Sell	-16,100	Closed	-$145K	–	165
2025 Q3	$145K	Hold	16,100	–	–	0.02%	260
2025 Q2	$146K	Hold	16,100	–	–	0.02%	271
2025 Q1	$136K	Sell	16,100 -10,000	-38%	-$89.9K	0.03%	327
2024 Q4	$243K	Sell	26,100 -2,000	-7%	-$18.6K	0.05%	286
2024 Q3	$259K	Sell	28,100 -220,866	-89%	-$1.97M	0.08%	197
2024 Q2	$28.1K	Buy	248,966 +222,966	+858%	+$1.89M	0.02%	300
2024 Q1	$217K	Buy	+26,000	New	+$213K	0.05%	279
2023 Q4	–	Sell	-23,000	Closed	-$177K	–	177
2023 Q3	$177K	Hold	23,000	–	–	0.06%	249
2023 Q2	$189K	Hold	23,000	–	–	0.07%	238
2023 Q1	$183K	Buy	+23,000	New	+$179K	0.07%	224

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

Strategic Financial Concepts's ETJ Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2026: 16,100 shares worth $132K. The stake represents 0.03% of the portfolio and ranks #296 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in ETJ as recently as Q3 2025.

Strategic Financial Concepts first reported a position in ETJ in Q1 2023 and has held it in 11 quarters since. The position peaked at $259K in Q3 2024. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Strategic Financial Concepts held 16,100 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $132K as of Q1 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Strategic Financial Concepts position in Q1 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.03% of Strategic Financial Concepts's portfolio in Q1 2026, its #296 holding.
Strategic Financial Concepts first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $259K in Q3 2024.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.