Financial Gravity Asset Management, Inc. ETTGX β€” EATON VANCE TX-MGD GROWTH 1.1 A

Ownership history in Financial Gravity Asset Management, Inc.  Β·  6 quarters on record

AI Ownership Summary

Financial Gravity Asset Management, Inc. reported EATON VANCE TX-MGD GROWTH 1.1 A (ETTGX) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows ETTGX at 0.01% 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 ETTGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Gravity Asset Management, Inc.'s position in EATON VANCE TX-MGD GROWTH 1.1 A, 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
2025 Q3

ETTGX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

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 2025 Q3

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 Financial Gravity Asset Management, Inc. held ETTGX β€” position size vs. price
% of Fund (quarterly)    ETTGX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 441 β€” 0% 0.01% $59K 2025-11-14 $129.94
2025 Q1 UNCHANGED β€” β€” β€” 441 β€” 0% 0.01% $49K 2025-04-30 $108.22
2024 Q2 UNCHANGED β€” β€” β€” 441 β€” 0% 0.01% $49K 2024-08-06 $100.55
2024 Q1 REDUCED 94.1% +5.7% ❌ 441 -7,022 -94.1% 0.01% $47K 2024-05-13 $100.02
2023 Q4 UNCHANGED β€” β€” β€” 7,463 β€” 0% 0.01% $839K 2024-02-15 $96.36
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ETTGX

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.01%

FAQ About Financial Gravity Asset Management, Inc. and ETTGX

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

How long has Financial Gravity Asset Management, Inc. reported owning ETTGX?

Financial Gravity Asset Management, Inc. reported ETTGX across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ETTGX position in Financial Gravity Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for ETTGX was 0.01% in 2024 Q2.

What is the latest reported ETTGX position on this page?

The most recent filing on this page is 2025 Q3, when Financial Gravity Asset Management, Inc. reported 441 shares, equal to 0.01% of portfolio, with an estimated market value of $59K.

What does the chart on this ETTGX ownership page compare?

The chart compares Financial Gravity Asset Management, Inc.'s quarterly ETTGX 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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