Wealthcare Advisory Partners’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Wealthcare Advisory Partners’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
2022 Q3	–	Sell	-10,300	Closed	-$86K	–	606
2022 Q2	$86K	Buy	10,300 +39	+0.4%	+$355	0.01%	553
2022 Q1	$101K	Sell	10,261 -1,075	-9%	-$10.8K	0.01%	534
2021 Q4	$121K	Buy	11,336 +31	+0.3%	+$342	0.01%	563
2021 Q3	$121K	Buy	11,305 +30	+0.3%	+$337	0.01%	534
2021 Q2	$130K	Buy	11,275 +29	+0.3%	+$322	0.01%	538
2021 Q1	$121K	Buy	11,246 +13	+0.1%	+$138	0.01%	617
2020 Q4	$116K	Buy	11,233 +512	+5%	+$5.13K	0.01%	418
2020 Q3	$103K	Buy	+10,721	New	+$106K	0.01%	350
2020 Q2	–	Sell	-7,553	Closed	-$63K	–	626
2020 Q1	$63K	Buy	7,553 +7	+0.1%	+$63	0.01%	461
2019 Q4	$70K	Buy	7,546 +20	+0.3%	+$186	0.01%	477
2019 Q3	$70K	Buy	7,526 +20	+0.3%	+$188	0.01%	463
2019 Q2	$71K	Buy	7,506 +6	+0.1%	+$56	0.01%	442
2019 Q1	$69K	Buy	+7,500	New	+$65.8K	0.01%	407

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Wealthcare Advisory Partners's ETJ Position: Q3 2022 in Review

Wealthcare Advisory Partners sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2022, closing a stake of 10,300 shares — an estimated $86K sold.

Wealthcare Advisory Partners first reported a position in ETJ in Q1 2019 and held it in 13 quarters. The position peaked at $130K in Q2 2021. 79 funds tracked by Wall St. Rank hold ETJ as of Q3 2022.

Wealthcare Advisory Partners reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 10,300 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $86K.
Wealthcare Advisory Partners first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2019 and held it in 13 quarters.
Wealthcare Advisory Partners's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $130K in Q2 2021.
79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2022, filed 14 Nov 2022.