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

WESPAC 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 Q1	$196K	Hold	24,000	–	–	0.11%	171
2025 Q4	$212K	Sell	24,000 -9,500	-28%	-$83.8K	0.11%	162
2025 Q3	$301K	Hold	33,500	–	–	0.18%	145
2025 Q2	$303K	Hold	33,500	–	–	0.21%	137
2025 Q1	$283K	Hold	33,500	–	–	0.23%	127
2024 Q4	$312K	Buy	+33,500	New	+$311K	0.23%	136
2021 Q4	–	Sell	-12,000	Closed	-$128K	–	155
2021 Q3	$128K	Hold	12,000	–	–	0.08%	167
2021 Q2	$138K	Hold	12,000	–	–	0.26%	96
2021 Q1	$129K	Buy	+12,000	New	+$127K	0.1%	161

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

WESPAC Advisors's ETJ Position: Q1 2026 in Review

WESPAC Advisors held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q1 2026 at 24,000 shares worth $196K. The position accounts for 0.11% of the portfolio, ranked #171.

WESPAC Advisors first reported a position in ETJ in Q1 2021 and has held it in 9 quarters since. The position peaked at $312K in Q4 2024. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

WESPAC Advisors held 24,000 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $196K as of Q1 2026.
WESPAC Advisors left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.11% of WESPAC Advisors's portfolio in Q1 2026, its #171 holding.
WESPAC Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2021 and has held it in 9 quarters since.
WESPAC Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $312K in Q4 2024.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.