Allworth Financial’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Allworth Financial’s Portfolio EFT Stock Details EFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8K	Hold	1,000	–	–	﹤0.01%	3667
2026 Q1	$10.7K	Hold	1,000	–	–	﹤0.01%	3452
2025 Q4	$11.3K	Hold	1,000	–	–	﹤0.01%	3187
2025 Q3	$11.8K	Hold	1,000	–	–	﹤0.01%	3037
2025 Q2	$12.5K	Hold	1,000	–	–	﹤0.01%	2787
2025 Q1	$12K	Hold	1,000	–	–	﹤0.01%	2348
2024 Q4	$13.4K	Hold	1,000	–	–	﹤0.01%	2317
2024 Q3	$12.9K	Hold	1,000	–	–	﹤0.01%	2154
2024 Q2	$13.6K	Hold	1,000	–	–	﹤0.01%	2092
2024 Q1	$13.3K	Hold	1,000	–	–	﹤0.01%	1987
2023 Q4	$12.6K	Hold	1,000	–	–	﹤0.01%	1891
2023 Q3	$12.3K	Hold	1,000	–	–	﹤0.01%	1768
2023 Q2	$11.7K	Sell	1,000 -2,003	-67%	-$22.9K	﹤0.01%	1813
2023 Q1	$34.6K	Sell	3,003 -2,216	-42%	-$25.8K	﹤0.01%	1215
2022 Q4	$57.9K	Hold	5,219	–	–	﹤0.01%	961
2022 Q3	$59K	Sell	5,219 -10,632	-67%	-$128K	﹤0.01%	903
2022 Q2	$187K	Buy	15,851 +14,851	+1,485%	+$185K	﹤0.01%	566
2022 Q1	$13K	Hold	1,000	–	–	﹤0.01%	1396
2021 Q4	$15K	Hold	1,000	–	–	﹤0.01%	1222
2021 Q3	$15K	Hold	1,000	–	–	﹤0.01%	1114
2021 Q2	$14K	Buy	+1,000	New	+$14.2K	﹤0.01%	937

Other funds holding EFT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

Allworth Financial's EFT Position: Q2 2026 in Review

Allworth Financial held its Eaton Vance Floating-Rate Income Trust (EFT) position steady in Q2 2026 at 1,000 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3667.

Allworth Financial first reported a position in EFT in Q2 2021 and has held it in 21 quarters since. The position peaked at $187K in Q2 2022. 81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

Allworth Financial held 1,000 shares of Eaton Vance Floating-Rate Income Trust worth $10.8K as of Q2 2026.
Allworth Financial left its Eaton Vance Floating-Rate Income Trust share count unchanged in Q2 2026.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3667 holding.
Allworth Financial first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2021 and has held it in 21 quarters since.
Allworth Financial's Eaton Vance Floating-Rate Income Trust position peaked at $187K in Q2 2022.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.