Semus Wealth Partners LLC
Position in ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund
CIK 1964775
Boca Raton, FL
Position in ETJ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$111,620
-$23,887 QoQ
Shares Held
13,497
-18.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#82
of 122 holders
Holding Since
Dec 2022
15 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, 2026Semus Wealth Partners LLC holds $847,719 across 4 Asset Management names. ETJ ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
37,705 | $369,886 | |
| 2 | UTG |
Reaves Utility Income Fund
|
5,227 | $212,843 | |
| 3 | BIT |
BlackRock Multi-Sector Income Trust
|
12,250 | $153,370 | |
| 4 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
This page
|
13,497 | $111,620 |
All Filings in ETJ
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,620 | 13,497 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $135,507 | 16,586 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $144,894 | 16,428 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $167,070 | 18,584 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $254,367 | 28,138 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $236,330 | 27,935 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $297,873 | 31,995 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $382,951 | 41,580 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $462,293 | 52,653 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $511,312 | 61,235 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $489,678 | 62,459 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $486,220 | 63,310 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $520,819 | 63,360 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $502,129 | 63,161 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $484,417 | 64,589 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||