Wealth Enhancement Advisory Services
ETJ

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

Wealth Enhancement Advisory Services’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 		$336K Buy
39,547
+564
+1% +$4.72K ﹤0.01% 3090
2026
Q1 		$315K Sell
38,983
-9,525
-20% -$82.4K ﹤0.01% 2723
2025
Q4 		$431K Buy
48,508
+15,484
+47% +$137K ﹤0.01% 2602
2025
Q3 		$296K Buy
33,024
+972
+3% +$8.72K ﹤0.01% 2806
2025
Q2 		$290K Buy
+32,052
New +$276K ﹤0.01% 2668

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 Enhancement Advisory Services's ETJ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 1.4% in Q2 2026, buying an estimated $4.72K and bringing the position to 39,547 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #3090.

Wealth Enhancement Advisory Services first reported a position in ETJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $431K in Q4 2025. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 39,547 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $336K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 564 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $4.72K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3090 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $431K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.