PRIMORIS WEALTH ADVISORS, LLC
Position in ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund
CIK 1909619
North Palm Beach, FL
Position in ETJ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$133,006
+$1,641 QoQ
Shares Held
16,083
+0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#76
of 122 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PRIMORIS WEALTH ADVISORS, LLC holds $4,868,850 across 7 Asset Management names. ETJ ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
133,892 | $1,553,147 | |
| 2 | BBN |
BlackRock Taxable Municipal Bond Trust
|
77,237 | $1,248,922 | |
| 3 | NZF |
Nuveen Municipal Credit Income Fund
|
72,755 | $922,533 | |
| 4 | NDMO |
Nuveen Dynamic Municipal Opportunities Fund
|
54,582 | $568,198 | |
| 5 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
13,452 | $371,140 | |
| 6 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
This page
|
16,083 | $133,006 | |
| 7 | USA |
Liberty All Star Equity Fund
|
12,376 | $71,904 |
All Filings in ETJ
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,006 | 16,083 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $131,365 | 16,079 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $141,781 | 16,075 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $144,478 | 16,071 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $145,245 | 16,067 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $135,901 | 16,064 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $199,727 | 21,453 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $197,554 | 21,450 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $188,295 | 21,446 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $186,998 | 22,395 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $173,844 | 22,174 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $169,743 | 22,102 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $197,567 | 24,035 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $178,612 | 22,467 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $168,000 | 22,400 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $168,708 | 20,400 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $166,762 | 19,900 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $203,034 | 20,550 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $219,679 | 20,550 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||