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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

ETJ holding history

Eaton Vance Risk-Managed Diversified Equity Income Fund in every 13F filed by SageView Advisory Group, 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)
68,824
Value
$569.2K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of ETJ by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668,824$569.2K<0.1%+8,626+14.3%AddedHolders
Q1 202660,198$491.8K<0.1%+507+0.8%AddedHolders
Q4 202559,691$526.5K<0.1%+1,690+2.9%AddedHolders
Q3 202558,001$521.4K<0.1%00.0%UnchangedHolders
Q2 202558,001$520.3K<0.1%+20,248+53.6%AddedHolders
Q1 202537,753$319.4K<0.1%+4,050+12.0%AddedHolders
Q4 202433,703$313.8K<0.1%+98+0.3%AddedHolders
Q3 202433,605$309.5K<0.1%00.0%UnchangedHolders
Q2 202433,605$295.1K<0.1%+3,552+11.8%AddedHolders
Q1 202430,053$250.9K<0.1%00.0%UnchangedHolders
Q4 202330,053$239.8K<0.1%−1,439−4.6%ReducedHolders
Q3 202331,492$241.9K<0.1%+13,314+73.2%AddedHolders
Q2 202318,178$149.4K<0.1%+18,178NewHolders