Skip to main content
Livermore
Livermore
ZHEN

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

ETJ holding history

Eaton Vance Risk-Managed Diversified Equity Income Fund in every 13F filed by Wealth Effects LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETJ overviewAll 13F holders of ETJFull Q2 2026 holdings

Shares (Q2 2026)
17,796
Value
$147.2K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of ETJ by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,796$147.2K<0.1%+2,721+18.0%AddedHolders
Q1 202615,075$123.2K<0.1%−75−0.5%ReducedHolders
Q4 202515,150$133.6K<0.1%−300−1.9%ReducedHolders
Q3 202515,450$138.9K<0.1%00.0%UnchangedHolders
Q2 202515,450$139.7K0.1%−2,797−15.3%ReducedHolders
Q1 202518,247$154.4K0.1%00.0%UnchangedHolders
Q4 202418,247$169.9K0.1%00.0%UnchangedHolders
Q3 202418,247$168.1K0.1%+925+5.3%AddedHolders
Q2 202417,322$152.1K0.1%−1,500−8.0%ReducedHolders
Q1 202418,822$157.2K0.1%00.0%UnchangedHolders
Q4 202318,822$147.6K0.1%−352−1.8%ReducedHolders
Q3 202319,174$147.3K0.1%−220−1.1%ReducedHolders
Q2 202319,394$159.4K0.1%00.0%UnchangedHolders
Q1 202319,394$154.2K0.1%00.0%UnchangedHolders
Q4 202219,394$145.5K0.1%+352+1.8%AddedHolders
Q3 202219,042$157.0K0.1%00.0%UnchangedHolders
Q2 202219,042$160.0K0.1%00.0%UnchangedHolders
Q1 202219,042$188.0K0.1%00.0%UnchangedHolders
Q4 202119,042$204.0K0.1%–No prior filingHolders