GPS Wealth Strategies Group, LLC ETY — EATON VANCE

Ownership history in GPS Wealth Strategies Group, LLC  ·  4 quarters on record

AI Ownership Summary

GPS Wealth Strategies Group, LLC reported EATON VANCE (ETY) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.49% in 2025 Q4. The latest visible filing shows ETY at 1.49% 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.

What this ETY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GPS Wealth Strategies Group, LLC's position in EATON VANCE, 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 Q4

ETY was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.49% 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
2025 Q1 to 2025 Q4

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.

ETY stock page GPS Wealth Strategies Group, LLC fund profile GPS Wealth Strategies Group, LLC full holdings
How GPS Wealth Strategies Group, LLC held ETY — position size vs. price
% of Fund (quarterly)    ETY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 50.8% -8.3% ✅ 113,690 -117,226 -50.8% 1.49% $1.7M 2026-02-14 (Est.) $14.43
2025 Q3 REDUCED — — — 230,916 -2,639 -1.1% 0.39% $3.7M 2025-11-03 $15.04
2025 Q2 REDUCED — — — 233,555 -1,287 -0.5% 0.42% $3.6M 2025-08-05 $14.57
2025 Q1 INITIATED — — — 234,842 — — 0.45% $3.3M 2025-04-15 $12.21

🏢 Other funds also holding ETY

As of 2026 Q1 — sorted by position size

MATRIX PRIVATE CAPITAL GROUP LLC 3Y 5.36% Cypress Capital Management LLC (WY) 3Y 7Y 4.62% C2C Wealth Management, LLC 3Y 2.68% Shaker Financial Services, LLC 3Y 7Y 1.77% PMG Family Office LLC 1.75% Pathway Financial Advisers, LLC 1.72% S Harris Financial Group, LLC 1.06% Pointe Capital Management LLC 3Y 7Y 0.77% Morey & Quinn Wealth Partners, LLC 0.5% David J Yvars Group 3Y 0.37%

FAQ About GPS Wealth Strategies Group, LLC and ETY

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

How long has GPS Wealth Strategies Group, LLC reported owning ETY?

GPS Wealth Strategies Group, LLC reported ETY across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported ETY position in GPS Wealth Strategies Group, LLC's portfolio?

The largest reported portfolio weight for ETY was 1.49% in 2025 Q4.

What is the latest reported ETY position on this page?

The most recent filing on this page is 2025 Q4, when GPS Wealth Strategies Group, LLC reported 113,690 shares, equal to 1.49% of portfolio, with an estimated market value of $1.7M.

What does the chart on this ETY ownership page compare?

The chart compares GPS Wealth Strategies Group, LLC's quarterly ETY 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.

How well did GPS Wealth Strategies Group, LLC time their ETY position?

Based on 13F filing dates vs. subsequent ETY price moves, GPS Wealth Strategies Group, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ETY relative to SPY over the holding period was -9.0%.

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