SWP
ETJ

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

Stratos Wealth Partners’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
2024
Q4 		– Sell
-10,578
Closed -$97.4K – 1481
2024
Q3 		$97.4K Buy
10,578
+44
+0.4% +$393 ﹤0.01% 1394
2024
Q2 		$92.5K Sell
10,534
-1,954
-16% -$16.6K ﹤0.01% 1325
2024
Q1 		$104K Sell
12,488
-1,844
-13% -$15.1K ﹤0.01% 1336
2023
Q4 		$112K Buy
14,332
+42
+0.3% +$326 ﹤0.01% 1321
2023
Q3 		$110K Buy
14,290
+377
+3% +$3.04K ﹤0.01% 1225
2023
Q2 		$114K Buy
13,913
+3,040
+28% +$24.2K ﹤0.01% 1144
2023
Q1 		$86.4K Buy
10,873
+13
+0.1% +$101 ﹤0.01% 1090
2022
Q4 		$81.5K Sell
10,860
-2,500
-19% -$20.4K ﹤0.01% 1101
2022
Q3 		$110K Sell
13,360
-2,000
-13% -$18.4K ﹤0.01% 1073
2022
Q2 		$129K Hold
15,360
– – ﹤0.01% 1122
2022
Q1 		$152K Hold
15,360
– – ﹤0.01% 1204
2021
Q4 		$164K Hold
15,360
– – ﹤0.01% 1194
2021
Q3 		$164K Buy
15,360
+2,310
+18% +$26K ﹤0.01% 1119
2021
Q2 		$150K Sell
13,050
-4,500
-26% -$49.9K ﹤0.01% 1139
2021
Q1 		$189K Sell
17,550
-1,650
-9% -$17.5K 0.01% 1051
2020
Q4 		$199K Buy
19,200
+500
+3% +$5.01K 0.01% 1007
2020
Q3 		$179K Buy
18,700
+550
+3% +$5.46K 0.01% 933
2020
Q2 		$174K Buy
18,150
+1,100
+6% +$10.1K 0.01% 918
2020
Q1 		$142K Hold
17,050
– – 0.01% 842
2019
Q4 		$159K Buy
17,050
+1,500
+10% +$14K 0.01% 928
2019
Q3 		$144K Buy
15,550
+3,600
+30% +$33.8K 0.01% 905
2019
Q2 		$112K Sell
11,950
-1,561
-12% -$14.6K ﹤0.01% 919
2019
Q1 		$124K Buy
13,511
+125
+0.9% +$1.1K 0.01% 891
2018
Q4 		$109K Buy
13,386
+3,023
+29% +$27.7K 0.01% 831
2018
Q3 		$103K Sell
10,363
-87
-0.8% -$854 ﹤0.01% 1111
2018
Q2 		$99K Sell
10,450
-556
-5% -$5.18K ﹤0.01% 942
2018
Q1 		$99K Buy
11,006
+14
+0.1% +$131 ﹤0.01% 1210
2017
Q4 		$106K Buy
+10,992
New +$102K ﹤0.01% 1158
2017
Q3 		– Sell
-11,142
Closed -$104K – 932
2017
Q2 		$104K Buy
+11,142
New +$104K 0.01% 806

Other funds holding ETJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Stratos Wealth Partners's ETJ Position: Q4 2024 in Review

Stratos Wealth Partners sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2024, closing a stake of 10,578 shares — an estimated $97.4K sold.

Stratos Wealth Partners first reported a position in ETJ in Q2 2017 and held it in 29 quarters. The position peaked at $199K in Q4 2020. 96 funds tracked by Wall St. Rank hold ETJ as of Q4 2024.

  • Stratos Wealth Partners reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 10,578 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2024, an estimated $97.4K.
  • Stratos Wealth Partners first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2017 and held it in 29 quarters.
  • Stratos Wealth Partners's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $199K in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.