Eldridge Investment Advisors
PAPI icon

Eldridge Investment Advisors’s Parametric Equity Premium Income ETF PAPI Stock Holding History

Eldridge Investment Advisors’s Portfolio PAPI Stock Details PAPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$220K Hold
8,362
– – 0.04% 166
2026
Q2 		$223K Buy
8,362
+500
+6% +$13.3K 0.04% 158
2026
Q1 		$215K Buy
+7,862
New +$216K 0.05% 148

Other funds holding PAPI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Eldridge Investment Advisors's PAPI Position: Q3 2026 in Review

Eldridge Investment Advisors held its Parametric Equity Premium Income ETF (PAPI) position steady in Q3 2026 at 8,362 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #166.

Eldridge Investment Advisors first reported a position in PAPI in Q1 2026 and has held it in 3 quarters since. The position peaked at $223K in Q2 2026. 25 funds tracked by Wall St. Rank hold PAPI as of Q3 2026.

  • Eldridge Investment Advisors held 8,362 shares of Parametric Equity Premium Income ETF worth $220K as of Q3 2026.
  • Eldridge Investment Advisors left its Parametric Equity Premium Income ETF share count unchanged in Q3 2026.
  • Parametric Equity Premium Income ETF made up 0.04% of Eldridge Investment Advisors's portfolio in Q3 2026, its #166 holding.
  • Eldridge Investment Advisors first reported a position in Parametric Equity Premium Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Eldridge Investment Advisors's Parametric Equity Premium Income ETF position peaked at $223K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Parametric Equity Premium Income ETF as of Q3 2026.

Based on Eldridge Investment Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.