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

Stratos Wealth Advisors’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	$229K	Hold	28,000	–	–	0.01%	556
2025 Q4	$247K	Sell	28,000 -2,000	-7%	-$17.6K	0.01%	576
2025 Q3	$270K	Hold	30,000	–	–	0.01%	575
2025 Q2	$271K	Sell	30,000 -1,200	-4%	-$10.3K	0.01%	565
2025 Q1	$264K	Hold	31,200	–	–	0.01%	573
2024 Q4	$290K	Hold	31,200	–	–	0.01%	589
2024 Q3	$287K	Hold	31,200	–	–	0.01%	616
2024 Q2	$274K	Hold	31,200	–	–	0.01%	591
2024 Q1	$261K	Sell	31,200 -1,000	-3%	-$8.18K	0.02%	580
2023 Q4	$252K	Hold	32,200	–	–	0.01%	590
2023 Q3	$247K	Buy	32,200 +1,200	+4%	+$9.68K	0.02%	576
2023 Q2	$255K	Hold	31,000	–	–	0.02%	553
2023 Q1	$246K	Hold	31,000	–	–	0.02%	537
2022 Q4	$233K	Buy	+31,000	New	+$253K	0.02%	521

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

Stratos Wealth Advisors's ETJ Position: Q1 2026 in Review

Stratos Wealth Advisors held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q1 2026 at 28,000 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #556.

Stratos Wealth Advisors first reported a position in ETJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $290K in Q4 2024. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Stratos Wealth Advisors held 28,000 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $229K as of Q1 2026.
Stratos Wealth Advisors left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Stratos Wealth Advisors's portfolio in Q1 2026, its #556 holding.
Stratos Wealth Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2022 and has held it in 14 quarters since.
Stratos Wealth Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $290K in Q4 2024.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.