SF
ETJ

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

Summit Financial’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 		$125K Buy
15,329
+4
+0% +$35 ﹤0.01% 1373
2025
Q4 		$135K Sell
15,325
-7,920
-34% -$69.9K ﹤0.01% 1262
2025
Q3 		$209K Buy
23,245
+5,570
+32% +$50K ﹤0.01% 1189
2025
Q2 		$160K Buy
+17,675
New +$152K ﹤0.01% 791

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Summit Financial's ETJ Position: Q1 2026 in Review

Summit Financial increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.03% in Q1 2026, buying an estimated $35 and bringing the position to 15,329 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Summit Financial first reported a position in ETJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $209K in Q3 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Summit Financial held 15,329 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $125K as of Q1 2026.
  • Summit Financial bought 4 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $35.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1373 holding.
  • Summit Financial first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $209K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.