UBS Group
ETJ

UBS Group’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

UBS Group’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
Q1 		$754K Sell
92,297
-7,901
-8% -$68.4K ﹤0.01% 5769
2025
Q4 		$884K Buy
100,198
+19,844
+25% +$175K ﹤0.01% 5683
2025
Q3 		$722K Sell
80,354
-6,124
-7% -$55K ﹤0.01% 5820
2025
Q2 		$782K Buy
86,478
+4,882
+6% +$42.1K ﹤0.01% 5649
2025
Q1 		$690K Buy
81,596
+21,418
+36% +$192K ﹤0.01% 5593
2024
Q4 		$560K Buy
60,178
+274
+0.5% +$2.55K ﹤0.01% 5757
2024
Q3 		$552K Sell
59,904
-35,893
-37% -$321K ﹤0.01% 5157
2024
Q2 		$841K Buy
95,797
+26,442
+38% +$224K ﹤0.01% 4569
2024
Q1 		$579K Buy
69,355
+12,827
+23% +$105K ﹤0.01% 5083
2023
Q4 		$443K Buy
56,528
+12,946
+30% +$100K ﹤0.01% 5196
2023
Q3 		$335K Sell
43,582
-3,689
-8% -$29.8K ﹤0.01% 4969
2023
Q2 		$389K Sell
47,271
-5,007
-10% -$39.8K ﹤0.01% 5034
2023
Q1 		$416K Sell
52,278
-22,020
-30% -$171K ﹤0.01% 4839
2022
Q4 		$557K Buy
74,298
+11,770
+19% +$96.1K ﹤0.01% 4615
2022
Q3 		$517K Sell
62,528
-1,856
-3% -$17.1K ﹤0.01% 4305
2022
Q2 		$540K Sell
64,384
-1,584
-2% -$14.4K ﹤0.01% 4211
2022
Q1 		$652K Sell
65,968
-7,069
-10% -$71.1K ﹤0.01% 4489
2021
Q4 		$780K Buy
73,037
+195
+0.3% +$2.15K ﹤0.01% 4606
2021
Q3 		$779K Buy
72,842
+244
+0.3% +$2.74K ﹤0.01% 4395
2021
Q2 		$836K Buy
72,598
+4,464
+7% +$49.5K ﹤0.01% 4334
2021
Q1 		$734K Buy
68,134
+6,655
+11% +$70.4K ﹤0.01% 4545
2020
Q4 		$637K Sell
61,479
-1,194
-2% -$12K ﹤0.01% 4405
2020
Q3 		$599K Sell
62,673
-2,792
-4% -$27.7K ﹤0.01% 4037
2020
Q2 		$626K Buy
65,465
+940
+1% +$8.64K ﹤0.01% 3962
2020
Q1 		$537K Sell
64,525
-8,724
-12% -$78.7K ﹤0.01% 3900
2019
Q4 		$684K Sell
73,249
-6,001
-8% -$55.9K ﹤0.01% 4558
2019
Q3 		$732K Buy
79,250
+3,398
+4% +$31.9K ﹤0.01% 4239
2019
Q2 		$713K Sell
75,852
-585
-0.8% -$5.48K ﹤0.01% 4015
2019
Q1 		$702K Sell
76,437
-2,022,991
-96% -$17.7M ﹤0.01% 3820
2018
Q4 		$17M Sell
2,099,428
-298,834
-12% -$2.73M 0.01% 1190
2018
Q3 		$23.8M Buy
2,398,262
+115,213
+5% +$1.13M 0.01% 1089
2018
Q2 		$21.5M Sell
2,283,049
-38,820
-2% -$362K 0.01% 1118
2018
Q1 		$20.9M Buy
2,321,869
+2,108,674
+989% +$19.7M 0.01% 1132
2017
Q4 		$2.05M Buy
213,195
+11,790
+6% +$110K ﹤0.01% 3167
2017
Q3 		$1.9M Buy
201,405
+80
+0% +$753 ﹤0.01% 3172
2017
Q2 		$1.89M Buy
201,325
+11,488
+6% +$107K ﹤0.01% 3065
2017
Q1 		$1.72M Sell
189,837
-2,135
-1% -$19.9K ﹤0.01% 3070
2016
Q4 		$1.72M Sell
191,972
-80,087
-29% -$726K ﹤0.01% 3054
2016
Q3 		$2.56M Sell
272,059
-12,948
-5% -$126K ﹤0.01% 2621
2016
Q2 		$2.79M Sell
285,007
-123,510
-30% -$1.19M ﹤0.01% 2492
2016
Q1 		$3.87M Sell
408,517
-136,481
-25% -$1.29M ﹤0.01% 2086
2015
Q4 		$5.54M Sell
544,998
-45,208
-8% -$458K ﹤0.01% 1871
2015
Q3 		$5.67M Sell
590,206
-64,776
-10% -$677K ﹤0.01% 1819
2015
Q2 		$7.08M Sell
654,982
-201,656
-24% -$2.19M ﹤0.01% 1762
2015
Q1 		$9.27M Sell
856,638
-1,043,377
-55% -$11.3M 0.01% 1535
2014
Q4 		$20.3M Buy
+1,900,015
New +$21.7M 0.01% 975

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group's ETJ Position: Q1 2026 in Review

UBS Group reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 7.9% in Q1 2026, selling an estimated $68.4K and leaving 92,297 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #5769.

UBS Group first reported a position in ETJ in Q4 2014 and has held it in 46 quarters since. The position peaked at $23.8M in Q3 2018. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • UBS Group held 92,297 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $754K as of Q1 2026.
  • UBS Group sold 7,901 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $68.4K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5769 holding.
  • UBS Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $23.8M in Q3 2018.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.