Maxwell Wealth Strategies Inc. ETJ — EATON VANCE RISK-MANAGED DIV

Ownership history in Maxwell Wealth Strategies Inc.  ·  5 quarters on record

AI Ownership Summary

Maxwell Wealth Strategies Inc. reported EATON VANCE RISK-MANAGED DIV (ETJ) in 5 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 1.48% in 2023 Q4. The latest visible filing shows ETJ at 0.82% 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 ETJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maxwell Wealth Strategies Inc.'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
2024 Q4

ETJ was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2023 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 2024 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.

ETJ stock page Maxwell Wealth Strategies Inc. fund profile Maxwell Wealth Strategies Inc. full holdings
How Maxwell Wealth Strategies Inc. held ETJ — position size vs. price
% of Fund (quarterly)    ETJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED — — — 215,199 -747 -0.3% 0.82% $2.0M 2025-02-14 (Est.) $8.09
2024 Q3 REDUCED 30.5% +3.2% ❌ 215,946 -94,602 -30.5% 0.84% $2.0M 2024-11-06 $7.93
2024 Q2 ADDED — — — 310,548 +123 +0.0% 1.34% $2.7M 2024-08-12 $7.43
2024 Q1 ADDED — — — 310,425 +21,854 +7.6% 1.34% $2.6M 2024-05-31 $7.10
2023 Q4 INITIATED — — — 288,571 — — 1.48% $2.3M 2024-02-13 $6.66

🏢 Other funds also holding ETJ

As of 2026 Q1 — sorted by position size

PMG Family Office LLC 0.92% Financial Alternatives, Inc 3Y 0.83% Shaker Financial Services, LLC 3Y 7Y 0.7% RPO LLC 3Y 0.49% Pointe Capital Management LLC 3Y 7Y 0.34% DECISION INVESTMENTS, INC 0.32% WINEBRENNER CAPITAL MANAGEMENT LLC 0.26% Closed-End Fund Advisors, Inc. 0.21% David J Yvars Group 3Y 0.18% Arlington Capital Management, Inc. 3Y 7Y 0.17%

FAQ About Maxwell Wealth Strategies Inc. and ETJ

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

How long has Maxwell Wealth Strategies Inc. reported owning ETJ?

Maxwell Wealth Strategies Inc. reported ETJ across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported ETJ position in Maxwell Wealth Strategies Inc.'s portfolio?

The largest reported portfolio weight for ETJ was 1.48% in 2023 Q4.

What is the latest reported ETJ position on this page?

The most recent filing on this page is 2024 Q4, when Maxwell Wealth Strategies Inc. reported 215,199 shares, equal to 0.82% of portfolio, with an estimated market value of $2.0M.

What does the chart on this ETJ ownership page compare?

The chart compares Maxwell Wealth Strategies Inc.'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.

How well did Maxwell Wealth Strategies Inc. time their ETJ position?

Based on 13F filing dates vs. subsequent ETJ price moves, Maxwell Wealth Strategies Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ETJ relative to SPY over the holding period was -2.8%.

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