EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 95 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $428,590 | +5.6% | 48,811 | +0.5% | 0.15% | 0.0% |
Q1 2024 | $405,736 | +2.8% | 48,590 | -3.4% | 0.15% | -5.7% |
Q4 2023 | $394,518 | +2.4% | 50,321 | +0.3% | 0.16% | -11.3% |
Q3 2023 | $385,394 | -6.9% | 50,181 | -0.3% | 0.18% | +8.6% |
Q2 2023 | $413,862 | +14.9% | 50,349 | +11.1% | 0.16% | +5.2% |
Q1 2023 | $360,303 | +6.3% | 45,320 | +0.3% | 0.16% | -22.9% |
Q4 2022 | $338,974 | – | 45,196 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Aris Wealth Services, Inc. | 461,034 | $4,426,000 | 9.28% |
Relative Value Partners Group, LLC | 2,838,254 | $27,247,000 | 3.34% |
Pointe Capital Management LLC | 301,622 | $2,896,000 | 1.77% |
Arete Wealth Advisors, LLC | 204,789 | $1,966,000 | 1.54% |
Sterneck Capital Management, LLC | 97,085 | $932,000 | 0.61% |
Aviance Capital Partners, LLC | 153,793 | $1,476,000 | 0.61% |
Independence Trust CO | 47,155 | $453,000 | 0.46% |
ANCORA FAMILY WEALTH ADVISORS, LLC | 109,222 | $1,049,000 | 0.44% |
Karpus Management, Inc. | 704,392 | $6,762,000 | 0.31% |
Formidable Asset Management, LLC | 46,867 | $449,000 | 0.30% |