AmeriFlex Group’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

AmeriFlex Group’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
2025 Q2	–	Sell	-800	Closed	-$10K	–	1115
2025 Q1	$10K	Sell	800 -1,000	-56%	-$13.1K	﹤0.01%	850
2024 Q4	$24.4K	Buy	+1,800	New	+$23.8K	0.01%	590

Other funds holding EFT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AmeriFlex Group's EFT Position: Q2 2025 in Review

AmeriFlex Group sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2025, closing a stake of 800 shares — an estimated $10K sold.

AmeriFlex Group first reported a position in EFT in Q4 2024 and held it in 2 quarters. The position peaked at $24.4K in Q4 2024. 78 funds tracked by Wall St. Rank hold EFT as of Q2 2025.

AmeriFlex Group reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2025 after selling out during the quarter.
AmeriFlex Group sold 800 Eaton Vance Floating-Rate Income Trust shares in Q2 2025, an estimated $10K.
AmeriFlex Group first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2024 and held it in 2 quarters.
AmeriFlex Group's Eaton Vance Floating-Rate Income Trust position peaked at $24.4K in Q4 2024.
78 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.