AAS
EFR

Ameritas Advisory Services’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Ameritas Advisory Services’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-749
Closed -$8.57K – 1251
2025
Q3 		$8.57K Hold
749
– – ﹤0.01% 1710
2025
Q2 		$9.08K Buy
+749
New +$8.83K ﹤0.01% 2056
2023
Q2 		– Sell
-749
Closed -$8.49K – 1086
2023
Q1 		$8.49K Buy
+749
New +$8.7K ﹤0.01% 1952

Other funds holding EFR

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ameritas Advisory Services's EFR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2025, closing a stake of 749 shares — an estimated $8.57K sold.

Ameritas Advisory Services first reported a position in EFR in Q1 2023 and held it in 3 quarters. The position peaked at $9.08K in Q2 2025. 96 funds tracked by Wall St. Rank hold EFR as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 749 Eaton Vance Senior Floating-Rate Fund shares in Q4 2025, an estimated $8.57K.
  • Ameritas Advisory Services first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Eaton Vance Senior Floating-Rate Fund position peaked at $9.08K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.