David J. Yvars Group
ETJ icon

David J. Yvars Group’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

David J. Yvars Group’s Portfolio ETJ Stock Details ETJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$313K Buy
38,262
+380
+1% +$3.19K 0.14% 70
2026
Q2 		$313K Sell
37,882
-2,364
-6% -$19.8K 0.15% 69
2026
Q1 		$329K Sell
40,246
-1,684
-4% -$14.6K 0.18% 63
2025
Q4 		$370K Buy
41,930
+3,355
+9% +$29.6K 0.2% 60
2025
Q3 		$347K Buy
38,575
+5,395
+16% +$48.4K 0.19% 63
2025
Q2 		$300K Buy
33,180
+5,316
+19% +$45.8K 0.18% 63
2025
Q1 		$236K Buy
27,864
+11,999
+76% +$108K 0.19% 56
2024
Q4 		$148K Buy
15,865
+296
+2% +$2.75K 0.09% 76
2024
Q3 		$143K Buy
15,569
+303
+2% +$2.71K 0.09% 77
2024
Q2 		$134K Buy
15,266
+300
+2% +$2.54K 0.08% 73
2024
Q1 		$125K Buy
14,966
+282
+2% +$2.3K 0.08% 72
2023
Q4 		$115K Buy
14,684
+287
+2% +$2.22K 0.09% 72
2023
Q3 		$111K Buy
14,397
+267
+2% +$2.15K 0.09% 76
2023
Q2 		$116K Buy
14,130
+272
+2% +$2.16K 0.1% 79
2023
Q1 		$110K Buy
+13,858
New +$108K 0.1% 77

Other funds holding ETJ

First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Decision Investments
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Winebrenner Capital Management
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
Successful Portfolios
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

David J. Yvars Group's ETJ Position: Q3 2026 in Review

David J. Yvars Group increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 1% in Q3 2026, buying an estimated $3.19K and bringing the position to 38,262 shares worth $313K. The position accounts for 0.14% of the portfolio, ranked #70.

David J. Yvars Group first reported a position in ETJ in Q1 2023 and has held it in 15 quarters since. The position peaked at $370K in Q4 2025. 24 funds tracked by Wall St. Rank hold ETJ as of Q3 2026.

  • David J. Yvars Group held 38,262 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $313K as of Q3 2026.
  • David J. Yvars Group bought 380 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $3.19K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.14% of David J. Yvars Group's portfolio in Q3 2026, its #70 holding.
  • David J. Yvars Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2023 and has held it in 15 quarters since.
  • David J. Yvars Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $370K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.