WA
ETJ

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

Waverly 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
2026
Q1 		$81.8K Sell
10,011
-1,549
-13% -$13.4K ﹤0.01% 1544
2025
Q4 		$102K Hold
11,560
– – ﹤0.01% 1423
2025
Q3 		$104K Hold
11,560
– – ﹤0.01% 1253
2025
Q2 		$105K Hold
11,560
– – ﹤0.01% 1162
2025
Q1 		$97.8K Sell
11,560
-150
-1% -$1.35K ﹤0.01% 1088
2024
Q4 		$109K Buy
+11,710
New +$109K ﹤0.01% 964

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

Waverly Advisors's ETJ Position: Q1 2026 in Review

Waverly Advisors reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 13% in Q1 2026, selling an estimated $13.4K and leaving 10,011 shares worth $81.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Waverly Advisors first reported a position in ETJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $109K in Q4 2024. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Waverly Advisors held 10,011 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $81.8K as of Q1 2026.
  • Waverly Advisors sold 1,549 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $13.4K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1544 holding.
  • Waverly Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $109K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.