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Equibles

WESPAC Advisors, LLC

Position in ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund

CIK 1484540 ORINDA, CA
Back to ETJ Full portfolio

Position in ETJ

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$198,480
+$2,400 QoQ
Shares Held
24,000
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
10 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, 2026

WESPAC Advisors, LLC holds $5,546,937 across 12 Asset Management names. ETJ ranks #9 (3.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
 19,768 $1,059,762
2 NMCO
Nuveen Municipal Credit Opportunities Fund
 72,687 $791,561
3 NMZ
Nuveen Municipal High Income Opportunity Fund
 72,603 $767,413
4 ARCC
Ares Capital Corp
 33,090 $613,157
5 IVZ
Invesco Ltd.
 9,574 $577,216
6 HQH
abrdn Healthcare Investors
 23,153 $508,902
7 OBDC
Blue Owl Capital Corp
 44,628 $485,106
8 NTRS
Northern Trust Corp
 1,426 $247,895

All Filings in ETJ

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $198,480 24,000
2026-03-31 $196,080 24,000
2025-12-31 $211,680 24,000
2025-09-30 $301,165 33,500
2025-06-30 $302,840 33,500
2025-03-31 $283,410 33,500
2024-12-31 $311,885 33,500
2021-09-30 $128,280 12,000
2021-06-30 $138,240 12,000
2021-03-31 $129,360 12,000