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 Q2	$212K	Sell	25,619 -296	-1%	-$2.48K	0.01%	952
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%	744
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 $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Western Wealth Management's ETJ Position: Q2 2026 in Review

Western Wealth Management reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 1.1% in Q2 2026, selling an estimated $2.48K and leaving 25,619 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #952.

Western Wealth Management first reported a position in ETJ in Q1 2022 and has held it in 11 quarters since. The position peaked at $217K in Q4 2025. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Western Wealth Management held 25,619 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $212K as of Q2 2026.
Western Wealth Management sold 296 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $2.48K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #952 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 11 quarters since.
Western Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $217K 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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.