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 Q2	$137K	Buy	16,600 +500	+3%	+$4.18K	0.04%	235
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 $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Strategic Financial Concepts's ETJ Position: Q2 2026 in Review

Strategic Financial Concepts increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 3.1% in Q2 2026, buying an estimated $4.18K and bringing the position to 16,600 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #235.

Strategic Financial Concepts first reported a position in ETJ in Q1 2023 and has held it in 12 quarters since. The position peaked at $259K in Q3 2024. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Strategic Financial Concepts held 16,600 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $137K as of Q2 2026.
Strategic Financial Concepts bought 500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $4.18K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.04% of Strategic Financial Concepts's portfolio in Q2 2026, its #235 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 12 quarters since.
Strategic Financial Concepts's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $259K in Q3 2024.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.