TWM
ETJ

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

TriaGen 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
Q2 		– Sell
-16,850
Closed -$166K – 169
2022
Q1 		$166K Buy
+16,850
New +$170K 0.09% 163

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

TriaGen Wealth Management's ETJ Position: Q2 2022 in Review

TriaGen Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2022, closing a stake of 16,850 shares — an estimated $166K sold.

TriaGen Wealth Management first reported a position in ETJ in Q1 2022 and held it in 1 quarter. The position peaked at $166K in Q1 2022. 87 funds tracked by Wall St. Rank hold ETJ as of Q2 2022.

  • TriaGen Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 16,850 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2022, an estimated $166K.
  • TriaGen Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $166K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2022.

Based on TriaGen Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.