Sigma Planning Corp
Position in ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund
CIK 1449126
ANN ARBOR, MI
Position in ETJ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$256,816
-$1,527 QoQ
Shares Held
31,054
-1.8% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 122 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sigma Planning Corp holds $28,941,778 across 43 Asset Management names. ETJ ranks #25 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
171,155 | $3,171,502 | |
| 2 | TROW |
Price T Rowe Group Inc
|
22,229 | $2,527,215 | |
| 3 | BEN |
Franklin Resources Inc
|
63,766 | $2,121,494 | |
| 4 | MSIF |
Msc Income Fund, Inc.
|
182,577 | $2,112,415 | |
| 5 | BX |
Blackstone Inc.
|
14,626 | $1,721,041 | |
| 6 | UTG |
Reaves Utility Income Fund
|
37,286 | $1,518,285 | |
| 7 | MAIN |
Main Street Capital CORP
|
27,001 | $1,400,811 | |
| 8 | FSK |
FS KKR Capital Corp
|
124,538 | $1,307,649 |
All Filings in ETJ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,816 | 31,054 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $258,343 | 31,621 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $278,359 | 31,560 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $285,846 | 31,796 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $291,666 | 32,264 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $285,186 | 33,710 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $282,763 | 30,372 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $277,128 | 30,090 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $252,907 | 28,805 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $236,188 | 28,286 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $205,079 | 26,703 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $210,695 | 25,632 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $201,047 | 25,289 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $203,445 | 27,126 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $225,696 | 27,291 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $225,463 | 26,905 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $259,429 | 26,258 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $276,892 | 25,902 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $282,183 | 26,397 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $301,547 | 26,176 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $268,799 | 24,935 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $249,616 | 24,071 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $224,033 | 23,410 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $518,782 | 54,266 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $267,629 | 32,167 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||