Question 1

How many shares of ETJ does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 145,117 shares of ETJ (EATON VANCE RISK-MANAGED DIV).

Question 2

What is Steward Partners Investment Advisory, LLC's ETJ position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's ETJ position is worth $1.2M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling ETJ?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their ETJ position (+20.3% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy ETJ?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in ETJ in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	145,117	+20.3%	$1.2M	0.0%	$8.21	30
2026-Q1	Increased	120,616	+569.0%	$985,433	0.0%	$7.92	40
2025-Q4	Increased	18,028	+1.2%	$159,007	0.0%	$8.36	23
2025-Q3	Unchanged	17,809	0.0%	$160,103	0.0%	$8.34	0
2025-Q2	Decreased	17,809	-0.2%	$160,993	0.0%	$8.20	0
2025-Q1	Increased	17,852	+5.9%	$151,028	0.0%	$7.51	24
2024-Q4	Increased	16,864	+26.5%	$157,004	0.0%	$8.08	28
2024-Q3	Increased	13,331	+0.2%	$122,779	0.0%	$7.83	22
2024-Q2	Decreased	13,305	-5.1%	$116,818	0.0%	$7.30	0
2024-Q1	Increased	14,018	+10.2%	$117,050	0.0%	$6.79	24
2023-Q4	Increased	12,717	+3.1%	$99,701	0.0%	$6.24	22
2023-Q3	Increased	12,339	+393.6%	$94,764	0.0%	$5.98	35
2023-Q2	Unchanged	2,500	0.0%	$20,550	0.0%	$6.26	0
2023-Q1	Decreased	2,500	-42.4%	$19,875	0.0%	$5.92	0
2022-Q4	Unchanged	4,337	0.0%	$32,528	0.0%	$5.46	0
2022-Q3	Increased	4,337	+23.9%	$36,000	0.0%	$5.88	24
2022-Q2	Unchanged	3,500	0.0%	$29,000	0.0%	$5.82	0
2022-Q1	Increased	3,500	+18.6%	$35,000	0.0%	$6.69	23
2021-Q4	Unchanged	2,950	0.0%	$32,000	0.0%	$7.07	0
2021-Q3	Unchanged	2,950	0.0%	$32,000	0.0%	$6.93	0
2021-Q2	Decreased	2,950	-99.0%	$34,000	0.0%	$7.32	0
2021-Q1	Increased	302,450	+107x	$1.6B	0.0%	$6.71	51
2020-Q4	Unchanged	2,800	0.0%	$29,000	0.0%	$6.32	0
2020-Q3	Increased	2,800	+27.3%	$27,000	0.0%	$5.70	24
2020-Q2	Increased	2,200	+120.0%	$21,000	0.0%	$5.57	30
2020-Q1	Unchanged	1,000	0.0%	$8,000	0.0%	$4.73	0
2019-Q4	Unchanged	1,000	0.0%	$9,000	0.0%	$5.17	0
2019-Q3	Unchanged	1,000	0.0%	$9,000	0.0%	$4.99	0
2019-Q2	New	1,000	-	$9,000	0.0%	$4.96	23

ETJ29 quarters

ETJ
29 quarters