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

Wealth Effects’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	$123K	Sell	15,075 -75	-0.5%	-$649	0.04%	228
2025 Q4	$134K	Sell	15,150 -300	-2%	-$2.65K	0.04%	211
2025 Q3	$139K	Hold	15,450	–	–	0.04%	207
2025 Q2	$140K	Sell	15,450 -2,797	-15%	-$24.1K	0.05%	195
2025 Q1	$154K	Hold	18,247	–	–	0.06%	187
2024 Q4	$170K	Hold	18,247	–	–	0.06%	199
2024 Q3	$168K	Buy	18,247 +925	+5%	+$8.26K	0.06%	205
2024 Q2	$152K	Sell	17,322 -1,500	-8%	-$12.7K	0.06%	195
2024 Q1	$157K	Hold	18,822	–	–	0.06%	204
2023 Q4	$148K	Sell	18,822 -352	-2%	-$2.73K	0.06%	213
2023 Q3	$147K	Sell	19,174 -220	-1%	-$1.77K	0.07%	176
2023 Q2	$159K	Hold	19,394	–	–	0.07%	182
2023 Q1	$154K	Hold	19,394	–	–	0.08%	180
2022 Q4	$145K	Buy	19,394 +352	+2%	+$2.87K	0.08%	175
2022 Q3	$157K	Hold	19,042	–	–	0.1%	166
2022 Q2	$160K	Hold	19,042	–	–	0.1%	169
2022 Q1	$188K	Hold	19,042	–	–	0.09%	186
2021 Q4	$204K	Buy	+19,042	New	+$210K	0.08%	196

Other funds holding ETJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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 New York $57.6B AUM 8.03% 1-Year Est. Return

Wealth Effects's ETJ Position: Q1 2026 in Review

Wealth Effects reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.5% in Q1 2026, selling an estimated $649 and leaving 15,075 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #228.

Wealth Effects first reported a position in ETJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $204K in Q4 2021. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Wealth Effects held 15,075 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $123K as of Q1 2026.
Wealth Effects sold 75 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $649.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.04% of Wealth Effects's portfolio in Q1 2026, its #228 holding.
Wealth Effects first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 18 quarters since.
Wealth Effects's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $204K in Q4 2021.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.