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

Western Wealth Management’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	$212K	Buy	25,915 +1,367	+6%	+$11.8K	0.01%	906
2025 Q4	$217K	Buy	24,548 +10,650	+77%	+$94K	0.01%	781
2025 Q3	$125K	Sell	13,898 -863	-6%	-$7.75K	0.01%	754
2025 Q2	$133K	Buy	14,761 +137	+0.9%	+$1.18K	0.01%	715
2025 Q1	$124K	Buy	14,624 +134	+0.9%	+$1.2K	0.01%	668
2024 Q4	$135K	Buy	14,490 +2,123	+17%	+$19.7K	0.01%	654
2024 Q3	$114K	Buy	+12,367	New	+$110K	0.01%	729
2022 Q4	–	Sell	-10,772	Closed	-$90K	–	653
2022 Q3	$90K	Sell	10,772 -4,490	-29%	-$41.3K	0.01%	784
2022 Q2	$127K	Buy	15,262 +228	+2%	+$2.07K	0.01%	758
2022 Q1	$148K	Buy	+15,034	New	+$151K	0.01%	801

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

Western Wealth Management's ETJ Position: Q1 2026 in Review

Western Wealth Management increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 5.6% in Q1 2026, buying an estimated $11.8K and bringing the position to 25,915 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #906.

Western Wealth Management first reported a position in ETJ in Q1 2022 and has held it in 10 quarters since. The position peaked at $217K in Q4 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Western Wealth Management held 25,915 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $212K as of Q1 2026.
Western Wealth Management bought 1,367 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $11.8K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #906 holding.
Western Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2022 and has held it in 10 quarters since.
Western Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $217K in Q4 2025.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.