B. Riley Wealth Advisors, Inc.
Position in ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund
CIK 1464811
MEMPHIS, TN
Position in ETJ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$163,274
+$20,667 QoQ
Shares Held
19,743
+13.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#68
of 122 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. ETJ ranks #63 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in ETJ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,274 | 19,743 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $142,607 | 17,455 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $109,015 | 12,360 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $110,828 | 12,328 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $109,826 | 12,149 | Shares | Sole | 2025-08-19 | |
| 2024-03-31 | $142,041 | 17,011 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $130,644 | 17,011 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $189,627 | 23,069 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $217,869 | 27,405 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $204,652 | 27,287 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $179,872 | 21,750 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $102,512 | 12,233 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $153,752 | 15,562 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $111,282 | 10,410 | Shares | Other | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||