Successful Portfolios LLC
Position in ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund
CIK 1721780
CLEARWATER, FL
Position in ETJ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$207,593
+$2,510 QoQ
Shares Held
25,102
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#56
of 122 holders
Holding Since
Mar 2020
26 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, 2026Successful Portfolios LLC holds $3,929,481 across 13 Asset Management names. ETJ ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASGI |
abrdn Global Infrastructure Income Fund
|
39,957 | $929,000 | |
| 2 | TY |
TRI-CONTINENTAL Corp
|
15,389 | $529,689 | |
| 3 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
20,032 | $455,728 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
29,559 | $347,022 | |
| 5 | ARCC |
Ares Capital Corp
|
15,787 | $292,533 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
24,394 | $239,305 | |
| 7 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
This page
|
25,102 | $207,593 | |
| 8 | AOD |
abrdn Total Dynamic Dividend Fund
|
18,599 | $191,755 |
All Filings in ETJ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,593 | 25,102 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $205,083 | 25,102 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $243,449 | 27,602 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $225,666 | 25,102 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $239,343 | 26,476 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $223,986 | 26,476 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $246,491 | 26,476 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $253,376 | 27,511 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $241,687 | 27,527 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $229,900 | 27,533 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $215,984 | 27,549 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $211,752 | 27,572 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $226,798 | 27,591 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $219,539 | 27,615 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $207,217 | 27,629 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $262,787 | 31,776 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $267,204 | 31,886 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $216,352 | 21,898 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $234,410 | 21,928 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $234,410 | 21,928 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $252,610 | 21,928 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $236,383 | 21,928 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $227,808 | 21,968 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $210,233 | 21,968 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $210,014 | 21,968 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $187,349 | 22,518 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||