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 Q2	$124K	Sell	14,941 -388	-3%	-$3.25K	﹤0.01%	1556
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 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

Summit Financial's ETJ Position: Q2 2026 in Review

Summit Financial reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 2.5% in Q2 2026, selling an estimated $3.25K and leaving 14,941 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Summit Financial first reported a position in ETJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $209K in Q3 2025. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Summit Financial held 14,941 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $124K as of Q2 2026.
Summit Financial sold 388 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $3.25K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1556 holding.
Summit Financial first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2025 and has held it in 5 quarters since.
Summit Financial's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $209K in Q3 2025.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.