WESPAC Advisors, LLC

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

CIK 1484540 ORINDA, CA

Position in ETJ

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$198,480

+$2,400 QoQ

Shares Held

24,000

0.0% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#61

of 122 holders

Holding Since

Mar 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WESPAC Advisors, LLC holds $3,909,959 across 10 Asset Management names. ETJ ranks #7 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NMCO	Nuveen Municipal Credit Opportunities Fund	72,687	$791,561
2	NMZ	Nuveen Municipal High Income Opportunity Fund	72,603	$767,413
3	ARCC	Ares Capital Corp	33,090	$613,157
4	HQH	abrdn Healthcare Investors	23,153	$508,902
5	OBDC	Blue Owl Capital Corp	44,628	$485,106
6	NTRS	Northern Trust Corp	1,426	$247,895
7	ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund This page	24,000	$198,480
8	INV	Innventure, Inc.	25,675	$130,172

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$198,480	24,000	0.0%	Shares	Sole	2026-08-10
2026-03-31	$196,080	24,000	0.0%	Shares	Sole	2026-04-29
2025-12-31	$211,680	24,000	-28.4%	Shares	Sole	2026-01-14
2025-09-30	$301,165	33,500	0.0%	Shares	Sole	2025-10-27
2025-06-30	$302,840	33,500	0.0%	Shares	Sole	2025-07-23
2025-03-31	$283,410	33,500	0.0%	Shares	Sole	2025-05-01
2024-12-31	$311,885	33,500	+179.2%	Shares	Sole	2025-02-04
2021-09-30	$128,280	12,000	0.0%	Shares	Sole	2021-10-14
2021-06-30	$138,240	12,000	0.0%	Shares	Sole	2021-08-03
2021-03-31	$129,360	12,000	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.