SageView Advisory Group, LLC
Position in ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund
CIK 1914558
NEWPORT BEACH, CA
Position in ETJ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$569,174
+$77,357 QoQ
Shares Held
68,824
+14.3% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#32
of 123 holders
Holding Since
Jun 2023
13 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, 2026SageView Advisory Group, LLC holds $4,797,044 across 10 Asset Management names. ETJ ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,422 | $1,367,338 | |
| 2 | STT |
State Street Corp
|
3,564 | $604,454 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
43,780 | $569,577 | |
| 4 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
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|
68,824 | $569,174 | |
| 5 | BX |
Blackstone Inc.
|
3,938 | $463,384 | |
| 6 | AMP |
Ameriprise Financial Inc
|
981 | $450,043 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,942 | $229,758 | |
| 8 | PFG |
Principal Financial Group Inc
|
1,982 | $213,619 |
All Filings in ETJ
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,174 | 68,824 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $491,817 | 60,198 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $526,474 | 59,691 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $521,428 | 58,001 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $524,329 | 58,001 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $319,390 | 37,753 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $313,774 | 33,703 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $309,502 | 33,605 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $295,051 | 33,605 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $250,942 | 30,053 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $235,615 | 30,053 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $241,858 | 31,492 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $149,423 | 18,178 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||