Arete Wealth Advisors’s Eaton Vance Senior Income Trust EVF Stock Holding History

Arete Wealth Advisors’s Portfolio EVF Stock Details EVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-28,084	Closed	-$164K	–	749
2025 Q1	$164K	Hold	28,084	–	–	0.01%	683
2024 Q4	$173K	Sell	28,084 -21	-0.1%	-$131	0.01%	708
2024 Q3	$174K	Buy	28,105 +12	+0%	+$75	0.01%	662
2024 Q2	$178K	Buy	+28,093	New	+$179K	0.01%	670
2024 Q1	–	Sell	-28,497	Closed	-$180K	–	480
2023 Q4	$180K	Sell	28,497 -1,504	-5%	-$9.04K	0.01%	686
2023 Q3	$177K	Buy	30,001 +932	+3%	+$5.27K	0.03%	444
2023 Q2	$159K	Buy	29,069 +5,257	+22%	+$27.9K	0.01%	610
2023 Q1	$127K	Buy	23,812 +1,734	+8%	+$9.56K	0.01%	598
2022 Q4	$116M	Buy	22,078 +4,682	+27%	+$25K	0.01%	580
2022 Q3	$92K	Buy	+17,396	New	+$96.9K	0.01%	541

Other funds holding EVF

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

EFG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arete Wealth Advisors's EVF Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Eaton Vance Senior Income Trust (EVF) in Q2 2025, closing a stake of 28,084 shares — an estimated $164K sold.

Arete Wealth Advisors first reported a position in EVF in Q3 2022 and held it in 10 quarters. The position peaked at $116M in Q4 2022. 45 funds tracked by Wall St. Rank hold EVF as of Q2 2025.

Arete Wealth Advisors reported no remaining Eaton Vance Senior Income Trust position as of Q2 2025 after selling out during the quarter.
Arete Wealth Advisors sold 28,084 Eaton Vance Senior Income Trust shares in Q2 2025, an estimated $164K.
Arete Wealth Advisors first reported a position in Eaton Vance Senior Income Trust in Q3 2022 and held it in 10 quarters.
Arete Wealth Advisors's Eaton Vance Senior Income Trust position peaked at $116M in Q4 2022.
45 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.