Successful Portfolios LLC ETJ — EATON VANCE RISK MNGD DIV EQ

Ownership history in Successful Portfolios LLC  ·  34 quarters on record

AI Ownership Summary

Successful Portfolios LLC reported EATON VANCE RISK MNGD DIV EQ (ETJ) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2024 Q3. The latest visible filing shows ETJ at 0.11% 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 Successful Portfolios LLC's position in EATON VANCE RISK MNGD DIV EQ, 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 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q3

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.

ETJ stock page Successful Portfolios LLC fund profile Successful Portfolios LLC full holdings
How Successful Portfolios LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 25,102 -2,500 -9.1% 0.11% $202K 2026-04-13 $8.31
2025 Q4 ADDED — — — 27,602 +2,500 +10.0% 0.13% $247K 2026-01-23 $8.53
2025 Q3 REDUCED 5.2% -0.1% ✅ 25,102 -1,374 -5.2% 0.13% $226K 2025-10-15 $8.45
2025 Q2 UNCHANGED — — — 26,476 — 0% 0.15% $239K 2025-07-21 $8.30
2025 Q1 UNCHANGED — — — 26,476 — 0% 0.15% $224K 2025-04-11 $7.55
2024 Q4 REDUCED — — — 26,476 -1,035 -3.8% 0.16% $246K 2025-01-16 $8.16
2024 Q3 REDUCED — — — 27,511 -16 -0.1% 0.17% $253K 2024-10-09 $8.21
2024 Q2 REDUCED — — — 27,527 -6 -0.0% 0.17% $242K 2024-07-12 $7.51
2024 Q1 REDUCED — — — 27,533 -16 -0.1% 0.16% $230K 2024-04-18 $6.83
2023 Q4 REDUCED — — — 27,549 -23 -0.1% 0.16% $216K 2024-01-18 $6.46
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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 Successful Portfolios LLC and ETJ

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

How long has Successful Portfolios LLC reported owning ETJ?

Successful Portfolios LLC reported ETJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ETJ position in Successful Portfolios LLC's portfolio?

The largest reported portfolio weight for ETJ was 0.17% in 2024 Q3.

What is the latest reported ETJ position on this page?

The most recent filing on this page is 2026 Q1, when Successful Portfolios LLC reported 25,102 shares, equal to 0.11% of portfolio, with an estimated market value of $202K.

What does the chart on this ETJ ownership page compare?

The chart compares Successful Portfolios LLC'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 Successful Portfolios LLC time their ETJ position?

Based on 13F filing dates vs. subsequent ETJ price moves, Successful Portfolios LLC correctly timed 10 out of 23 reported position changes (43%). The annualised alpha on ETJ relative to SPY over the holding period was -5.1%.

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