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Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

ETJ holding history

Eaton Vance Risk-Managed Diversified Equity Income Fund in every 13F filed by Primoris Wealth Advisors, 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)
16,083
Value
$133.0K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of ETJ by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,083$133.0K0.1%+40.0%AddedHolders
Q1 202616,079$131.4K0.1%+40.0%AddedHolders
Q4 202516,075$141.8K0.1%+40.0%AddedHolders
Q3 202516,071$144.5K0.1%+40.0%AddedHolders
Q2 202516,067$145.2K0.1%+30.0%AddedHolders
Q1 202516,064$135.9K0.1%−5,389−25.1%ReducedHolders
Q4 202421,453$199.7K0.2%+30.0%AddedHolders
Q3 202421,450$197.6K0.1%+40.0%AddedHolders
Q2 202421,446$188.3K0.2%−949−4.2%ReducedHolders
Q1 202422,395$187.0K0.2%+221+1.0%AddedHolders
Q4 202322,174$173.8K0.2%+72+0.3%AddedHolders
Q3 202322,102$169.7K0.2%−1,933−8.0%ReducedHolders
Q2 202324,035$197.6K0.2%+1,568+7.0%AddedHolders
Q1 202322,467$178.6K0.2%+67+0.3%AddedHolders
Q4 202222,400$168.0K0.3%+2,000+9.8%AddedHolders
Q3 202220,400$170.0K0.3%+500+2.5%AddedHolders
Q2 202219,900$166.0K0.2%−650−3.2%ReducedHolders
Q1 202220,550$205.0K0.2%00.0%UnchangedHolders
Q4 202120,550$219.0K0.2%–No prior filingHolders