Vista Investment Partners II’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Vista Investment Partners II’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	$91.3K	Hold	11,036	–	–	0.04%	158
2026 Q1	$90.2K	Hold	11,036	–	–	0.04%	154
2025 Q4	$97.3K	Hold	11,036	–	–	0.04%	148
2025 Q3	$99.2K	Sell	11,036 -45	-0.4%	-$404	0.05%	141
2025 Q2	$100K	Sell	11,081 -266	-2%	-$2.29K	0.05%	134
2025 Q1	$96K	Hold	11,347	–	–	0.05%	127
2024 Q4	$106K	Buy	+11,347	New	+$105K	0.06%	126

Other funds holding ETJ

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vista Investment Partners II's ETJ Position: Q2 2026 in Review

Vista Investment Partners II held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 11,036 shares worth $91.3K. The position accounts for 0.04% of the portfolio, ranked #158.

Vista Investment Partners II first reported a position in ETJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $106K in Q4 2024. 55 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Vista Investment Partners II held 11,036 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $91.3K as of Q2 2026.
Vista Investment Partners II left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.04% of Vista Investment Partners II's portfolio in Q2 2026, its #158 holding.
Vista Investment Partners II first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $106K in Q4 2024.
55 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.