Successful Portfolios’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Successful Portfolios’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	$213K	Hold	25,102	–	–	0.1%	184
2026 Q1	$202K	Sell	25,102 -2,500	-9%	-$21.6K	0.11%	175
2025 Q4	$247K	Buy	27,602 +2,500	+10%	+$22.1K	0.13%	156
2025 Q3	$226K	Sell	25,102 -1,374	-5%	-$12.3K	0.13%	151
2025 Q2	$239K	Hold	26,476	–	–	0.15%	141
2025 Q1	$224K	Hold	26,476	–	–	0.15%	140
2024 Q4	$246K	Sell	26,476 -1,035	-4%	-$9.62K	0.16%	124
2024 Q3	$253K	Sell	27,511 -16	-0.1%	-$143	0.17%	125
2024 Q2	$242K	Sell	27,527 -6	-0%	-$51	0.17%	123
2024 Q1	$230K	Sell	27,533 -16	-0.1%	-$131	0.16%	141
2023 Q4	$216K	Sell	27,549 -23	-0.1%	-$178	0.16%	143
2023 Q3	$212K	Sell	27,572 -19	-0.1%	-$153	0.19%	127
2023 Q2	$227K	Sell	27,591 -24	-0.1%	-$191	0.2%	126
2023 Q1	$220K	Sell	27,615 -14	-0.1%	-$109	0.14%	167
2022 Q4	$207K	Sell	27,629 -4,147	-13%	-$33.8K	0.14%	174
2022 Q3	$263K	Sell	31,776 -110	-0.3%	-$1.01K	0.19%	141
2022 Q2	$267K	Buy	31,886 +9,988	+46%	+$90.9K	0.18%	144
2022 Q1	$216K	Sell	21,898 -30	-0.1%	-$302	0.12%	187
2021 Q4	$234K	Hold	21,928	–	–	0.13%	184
2021 Q3	$234K	Hold	21,928	–	–	0.14%	169
2021 Q2	$253K	Hold	21,928	–	–	0.15%	164
2021 Q1	$236K	Sell	21,928 -40	-0.2%	-$423	0.16%	163
2020 Q4	$228K	Hold	21,968	–	–	0.16%	154
2020 Q3	$210K	Hold	21,968	–	–	0.17%	152
2020 Q2	$210K	Sell	21,968 -550	-2%	-$5.06K	0.18%	145
2020 Q1	$187K	Buy	22,518 +3,599	+19%	+$32.4K	0.19%	135
2019 Q4	$177K	Sell	18,919 -11,976	-39%	-$111K	0.16%	154
2019 Q3	$285K	Sell	30,895 -100	-0.3%	-$939	0.27%	106
2019 Q2	$291K	Hold	30,995	–	–	0.31%	97
2019 Q1	$285K	Sell	30,995 -300	-1%	-$2.63K	0.31%	96
2018 Q4	$254K	Hold	31,295	–	–	0.32%	96
2018 Q3	$311K	Sell	31,295 -4,670	-13%	-$45.9K	0.34%	94
2018 Q2	$339K	Sell	35,965 -5,130	-12%	-$47.8K	0.4%	81
2018 Q1	$369K	Hold	41,095	–	–	0.45%	71
2017 Q4	$396K	Buy	+41,095	New	+$382K	0.49%	67

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

Successful Portfolios's ETJ Position: Q2 2026 in Review

Successful Portfolios held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 25,102 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #184.

Successful Portfolios first reported a position in ETJ in Q4 2017 and has held it in 35 quarters since. The position peaked at $396K in Q4 2017. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Successful Portfolios held 25,102 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $213K as of Q2 2026.
Successful Portfolios left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.1% of Successful Portfolios's portfolio in Q2 2026, its #184 holding.
Successful Portfolios first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and has held it in 35 quarters since.
Successful Portfolios's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $396K in Q4 2017.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.