EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 90 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $614,008 | +32.1% | 79,949 | +41.4% | 0.08% | +34.9% |
| Q2 2023 | $464,767 | +17.2% | 56,541 | +13.4% | 0.06% | +14.5% |
| Q1 2023 | $396,498 | +8.2% | 49,874 | +2.1% | 0.06% | +3.8% |
| Q4 2022 | $366,285 | -8.4% | 48,838 | +1.1% | 0.05% | -15.9% |
| Q3 2022 | $400,000 | +3.1% | 48,328 | +4.3% | 0.06% | +6.8% |
| Q2 2022 | $388,000 | -7.0% | 46,352 | +9.7% | 0.06% | +3.5% |
| Q1 2022 | $417,000 | +1.7% | 42,246 | +10.2% | 0.06% | +3.6% |
| Q4 2021 | $410,000 | +3.5% | 38,344 | +3.5% | 0.06% | -6.8% |
| Q3 2021 | $396,000 | +3.7% | 37,049 | +11.7% | 0.06% | +1.7% |
| Q2 2021 | $382,000 | +20.5% | 33,183 | +12.7% | 0.06% | +9.4% |
| Q1 2021 | $317,000 | +27.8% | 29,437 | +22.9% | 0.05% | +10.4% |
| Q4 2020 | $248,000 | +43.4% | 23,943 | +32.7% | 0.05% | +14.3% |
| Q3 2020 | $173,000 | – | 18,049 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pointe Capital Management LLC | 67,798 | $568,000 | 0.42% |
| PRIMORIS WEALTH ADVISORS, LLC | 19,900 | $166,000 | 0.24% |
| ELCO Management Co., LLC | 34,275 | $287,000 | 0.24% |
| Diversified, LLC | 65,144 | $546,000 | 0.23% |
| Successful Portfolios LLC | 31,886 | $267,000 | 0.18% |
| IHT Wealth Management, LLC | 220,291 | $1,846,000 | 0.16% |
| WEALTH EFFECTS LLC | 19,042 | $160,000 | 0.10% |
| Syverson Strege & Co | 25,904 | $217,000 | 0.08% |
| Congress Park Capital LLC | 15,000 | $126,000 | 0.08% |
| Formidable Asset Management, LLC | 39,558 | $331,000 | 0.08% |