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

WCG Wealth 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	$423K	Hold	51,136	–	–	0.01%	509
2026 Q1	$418K	Buy	51,136 +450	+0.9%	+$3.89K	0.01%	478
2025 Q4	$447K	Hold	50,686	–	–	0.01%	458
2025 Q3	$456K	Hold	50,686	–	–	0.03%	301
2025 Q2	$458K	Buy	50,686 +21,224	+72%	+$183K	0.03%	301
2025 Q1	$249K	Buy	+29,462	New	+$265K	0.02%	272

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

WCG Wealth Advisors's ETJ Position: Q2 2026 in Review

WCG Wealth Advisors held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 51,136 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #509.

WCG Wealth Advisors first reported a position in ETJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $458K in Q2 2025. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

WCG Wealth Advisors held 51,136 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $423K as of Q2 2026.
WCG Wealth Advisors 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 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #509 holding.
WCG Wealth Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2025 and has held it in 6 quarters since.
WCG Wealth Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $458K in Q2 2025.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

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