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 Q2	–	Sell	-10,011	Closed	-$81.8K	–	1776
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 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

Waverly Advisors's ETJ Position: Q2 2026 in Review

Waverly Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2026, closing a stake of 10,011 shares — an estimated $81.8K sold.

Waverly Advisors first reported a position in ETJ in Q4 2024 and held it in 6 quarters. The position peaked at $109K in Q4 2024. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Waverly Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
Waverly Advisors sold 10,011 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $81.8K.
Waverly Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2024 and held it in 6 quarters.
Waverly Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $109K in Q4 2024.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.