WE
ETJ

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
Q2 		$147K Buy
17,796
+2,721
+18% +$22.8K 0.04% 245
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cohen & Steers
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

Wealth Effects's ETJ Position: Q2 2026 in Review

Wealth Effects increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 18% in Q2 2026, buying an estimated $22.8K and bringing the position to 17,796 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #245.

Wealth Effects first reported a position in ETJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $204K in Q4 2021. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Wealth Effects held 17,796 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $147K as of Q2 2026.
  • Wealth Effects bought 2,721 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $22.8K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.04% of Wealth Effects's portfolio in Q2 2026, its #245 holding.
  • Wealth Effects first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $204K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.