Truist Financial’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Truist 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	$235K	Buy	+28,436	New	+$238K	﹤0.01%	2679
2022 Q1	–	Sell	-18,332	Closed	-$196K	–	2723
2021 Q4	$196K	Buy	18,332 +700	+4%	+$7.73K	﹤0.01%	2596
2021 Q3	$188K	Sell	17,632 -1,800	-9%	-$20.2K	﹤0.01%	2572
2021 Q2	$224K	Buy	19,432 +8,394	+76%	+$93.1K	﹤0.01%	2537
2021 Q1	$119K	Sell	11,038 -230	-2%	-$2.44K	﹤0.01%	2566
2020 Q4	$116K	Sell	11,268 -983	-8%	-$9.86K	﹤0.01%	2459
2020 Q3	$118K	Buy	12,251 +16	+0.1%	+$159	﹤0.01%	2343
2020 Q2	$117K	Buy	12,235 +1,010	+9%	+$9.29K	﹤0.01%	2279
2020 Q1	$93K	Buy	11,225 +325	+3%	+$2.93K	﹤0.01%	2256
2019 Q4	$102K	Buy	+10,900	New	+$101K	﹤0.01%	2416

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

Truist Financial's ETJ Position: Q2 2026 in Review

Truist Financial opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2026: 28,436 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #2679 among its holdings. This is a return to the name: Truist Financial previously reported a position in ETJ as recently as Q4 2021.

Truist Financial first reported a position in ETJ in Q4 2019 and has held it in 10 quarters since. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Truist Financial held 28,436 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $235K as of Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Truist Financial position in Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2679 holding.
Truist Financial first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2019 and has held it in 10 quarters since.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.