Syverson Strege & Co’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Syverson Strege & Co’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
2025 Q1	–	Sell	-25,904	Closed	-$241K	–	81
2024 Q4	$241K	Hold	25,904	–	–	0.08%	69
2024 Q3	$239K	Hold	25,904	–	–	0.08%	61
2024 Q2	$227K	Hold	25,904	–	–	0.08%	72
2024 Q1	$216K	Hold	25,904	–	–	0.08%	69
2023 Q4	$203K	Hold	25,904	–	–	0.08%	67
2023 Q3	$199K	Hold	25,904	–	–	0.09%	59
2023 Q2	$213K	Hold	25,904	–	–	0.09%	58
2023 Q1	$206K	Hold	25,904	–	–	0.09%	61
2022 Q4	$194K	Hold	25,904	–	–	0.09%	65
2022 Q3	$214K	Hold	25,904	–	–	0.11%	65
2022 Q2	$217K	Buy	25,904 +5,465	+27%	+$49.7K	0.08%	65
2022 Q1	$202K	Buy	20,439 +12,524	+158%	+$126K	0.22%	62
2021 Q4	$85K	Buy	+7,915	New	+$87.4K	0.06%	102

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Syverson Strege & Co's ETJ Position: Q1 2025 in Review

Syverson Strege & Co sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2025, closing a stake of 25,904 shares — an estimated $241K sold.

Syverson Strege & Co first reported a position in ETJ in Q4 2021 and held it in 13 quarters. The position peaked at $241K in Q4 2024. 92 funds tracked by Wall St. Rank hold ETJ as of Q1 2025.

Syverson Strege & Co reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
Syverson Strege & Co sold 25,904 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $241K.
Syverson Strege & Co first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2021 and held it in 13 quarters.
Syverson Strege & Co's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $241K in Q4 2024.
92 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Syverson Strege & Co's 13F filing for Q1 2025, filed 13 May 2025.