ETJ β€” EATON VANCE RISK-MANAGED DIV

Ownership history in David J Yvars Group  Β·  13 quarters on record

AI Ownership Summary

David J Yvars Group reported EATON VANCE RISK-MANAGED DIV (ETJ) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.2% in 2025 Q4. The latest visible filing shows ETJ at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ETJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was David J Yvars Group's position in EATON VANCE RISK-MANAGED DIV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ETJ was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How David J Yvars Group held ETJ β€” position size vs. price
% of Fund (quarterly)    ETJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 40,246 -1,684 -4.0% 0.18% $329K 2026-04-08 $8.24
2025 Q4 ADDED 41,930 +3,355 +8.7% 0.20% $370K 2026-01-12 $8.77
2025 Q3 ADDED 38,575 +5,395 +16.3% 0.19% $347K 2025-10-27 $8.63
2025 Q2 ADDED 33,180 +5,316 +19.1% 0.18% $300K 2025-07-09 $8.40
2025 Q1 ADDED 27,864 +11,999 +75.6% 0.19% $236K 2025-04-17 $7.53
2024 Q4 ADDED 15,865 +296 +1.9% 0.09% $148K 2025-01-14 $8.17
2024 Q3 ADDED 15,569 +303 +2.0% 0.09% $143K 2024-10-31 $8.11
2024 Q2 ADDED 15,266 +300 +2.0% 0.08% $134K 2024-07-23 $7.71
2024 Q1 ADDED 14,966 +282 +1.9% 0.08% $125K 2024-04-11 $7.07
2023 Q4 ADDED 14,684 +287 +2.0% 0.09% $115K 2024-01-10 $6.46
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About David J Yvars Group and ETJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has David J Yvars Group reported owning ETJ?

David J Yvars Group reported ETJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ETJ position in David J Yvars Group's portfolio?

The largest reported portfolio weight for ETJ was 0.20% in 2025 Q4.

What is the latest reported ETJ position on this page?

The most recent filing on this page is 2026 Q1, when David J Yvars Group reported 40,246 shares, equal to 0.18% of portfolio, with an estimated market value of $329K.

What does the chart on this ETJ ownership page compare?

The chart compares David J Yvars Group's quarterly ETJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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