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 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%	+$2.31K	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

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return