Transcend Capital Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Transcend Capital Advisors’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 Q2	–	Sell	-29,929	Closed	-$253K	–	636
2025 Q1	$253K	Sell	29,929 -680	-2%	-$6.11K	0.02%	512
2024 Q4	$285K	Hold	30,609	–	–	0.02%	451
2024 Q3	$282K	Hold	30,609	–	–	0.02%	493
2024 Q2	$269K	Hold	30,609	–	–	0.02%	485
2024 Q1	$256K	Hold	30,609	–	–	0.02%	445
2023 Q4	$240K	Hold	30,609	–	–	0.02%	428
2023 Q3	$235K	Hold	30,609	–	–	0.02%	418
2023 Q2	$252K	Hold	30,609	–	–	0.02%	413
2023 Q1	$243K	Hold	30,609	–	–	0.03%	405
2022 Q4	$230K	Hold	30,609	–	–	0.02%	424
2022 Q3	$253K	Hold	30,609	–	–	0.03%	393
2022 Q2	$257K	Hold	30,609	–	–	0.03%	407
2022 Q1	$302K	Hold	30,609	–	–	0.03%	400
2021 Q4	$327K	Hold	30,609	–	–	0.03%	364
2021 Q3	$351K	Hold	30,609	–	–	0.03%	348
2021 Q2	$353K	Sell	30,609 -5,000	-14%	-$55.5K	0.05%	237
2021 Q1	$383K	Hold	35,609	–	–	0.05%	280
2020 Q4	$369K	Buy	+35,609	New	+$357K	0.05%	266

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

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

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Transcend Capital Advisors's ETJ Position: Q2 2025 in Review

Transcend Capital Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2025, closing a stake of 29,929 shares — an estimated $253K sold.

Transcend Capital Advisors first reported a position in ETJ in Q4 2020 and held it in 18 quarters. The position peaked at $383K in Q1 2021. 104 funds tracked by Wall St. Rank hold ETJ as of Q2 2025.

Transcend Capital Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2025 after selling out during the quarter.
Transcend Capital Advisors sold 29,929 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2025, an estimated $253K.
Transcend Capital Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and held it in 18 quarters.
Transcend Capital Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $383K in Q1 2021.
104 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2025.

Based on Transcend Capital Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.