Marshall Financial Group, LLC
Position in ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund
CIK 1841496
Hunt Valley, MD
Position in ETJ
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$98,244
-$7,816 QoQ
Shares Held
12,025
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026Marshall Financial Group, LLC holds $29,634,918 across 9 Asset Management names. ETJ ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
544,328 | $25,975,332 | |
| 2 | FHI |
Federated Hermes, Inc.
|
21,541 | $1,221,590 | |
| 3 | SEIC |
Sei Investments Co
|
12,045 | $945,171 | |
| 4 | AMP |
Ameriprise Financial Inc
|
1,657 | $736,370 | |
| 5 | BX |
Blackstone Inc.
|
3,546 | $407,754 | |
| 6 | CRF |
Cornerstone Total Return Fund Inc
|
18,065 | $125,551 | |
| 7 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
This page
|
12,025 | $98,244 | |
| 8 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
10,000 | $72,800 |
All Filings in ETJ
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,244 | 12,025 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $106,060 | 12,025 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $108,104 | 12,025 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $112,114 | 12,402 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $104,920 | 12,402 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $115,462 | 12,402 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $114,222 | 12,402 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $108,889 | 12,402 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $124,498 | 14,910 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $160,469 | 20,468 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $157,194 | 20,468 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $168,246 | 20,468 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $162,720 | 20,468 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $153,510 | 20,468 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $169,270 | 20,468 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $171,521 | 20,468 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $202,223 | 20,468 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $218,802 | 20,468 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $218,802 | 20,468 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $239,304 | 20,773 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $223,932 | 20,773 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $215,416 | 20,773 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||