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

Titus Wealth Management’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
2022 Q1	–	Sell	-16,600	Closed	-$177K	–	166
2021 Q4	$177K	Sell	16,600 -23,000	-58%	-$254K	0.08%	167
2021 Q3	$422K	Buy	39,600 +7,400	+23%	+$83.2K	0.22%	76
2021 Q2	$371K	Buy	+32,200	New	+$357K	0.2%	83

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Titus Wealth Management's ETJ Position: Q1 2022 in Review

Titus Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2022, closing a stake of 16,600 shares — an estimated $177K sold.

Titus Wealth Management first reported a position in ETJ in Q2 2021 and held it in 3 quarters. The position peaked at $422K in Q3 2021. 90 funds tracked by Wall St. Rank hold ETJ as of Q1 2022.

Titus Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2022 after selling out during the quarter.
Titus Wealth Management sold 16,600 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2022, an estimated $177K.
Titus Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2021 and held it in 3 quarters.
Titus Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $422K in Q3 2021.
90 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2022.

Based on Titus Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.