IHT Wealth Management, LLC
Position in ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund
CIK 1697490
Chicago, IL
Position in ETJ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,274,560
-$182,847 QoQ
Shares Held
156,005
-5.6% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ETJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026IHT Wealth Management, LLC holds $62,312,970 across 66 Asset Management names. ETJ ranks #16 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
445,405 | $6,142,134 | |
| 2 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
926,634 | $4,929,692 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
71,078 | $3,391,842 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
91,873 | $3,255,979 | |
| 5 | MAIN |
Main Street Capital CORP
|
58,056 | $3,074,645 | |
| 6 | ARCC |
Ares Capital Corp
|
168,260 | $3,032,045 | |
| 7 | DNP |
Dnp Select Income Fund Inc
|
240,689 | $2,479,096 | |
| 8 | BLK |
BlackRock, Inc.
|
2,363 | $2,272,520 |
All Filings in ETJ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,274,560 | 156,005 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,457,407 | 165,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,538,413 | 171,125 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,687,804 | 186,704 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,630,994 | 192,789 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,857,689 | 199,537 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,572,574 | 279,324 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,748,194 | 199,111 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,598,749 | 191,467 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,533,888 | 195,649 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,590,213 | 207,059 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,390,848 | 169,203 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,281,039 | 161,137 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,393,192 | 185,759 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,900,346 | 229,788 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,846,038 | 220,291 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,119,289 | 214,503 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,800,997 | 168,475 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,721,955 | 161,081 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,829,859 | 158,842 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,570,322 | 145,670 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,396,113 | 134,630 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,308,515 | 136,731 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,122,410 | 117,407 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,526,603 | 183,486 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||