Atlas Wealth’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Atlas Wealth’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
2026 Q2	$1.56M	Buy	+146,905	New	+$1.54M	0.22%	81

Other funds holding EFR

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Atlas Wealth's EFR Position: Q2 2026 in Review

Atlas Wealth opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2026: 146,905 shares worth $1.56M. The stake represents 0.22% of the portfolio and ranks #81 among its holdings.

25 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

Atlas Wealth held 146,905 shares of Eaton Vance Senior Floating-Rate Fund worth $1.56M as of Q2 2026.
Eaton Vance Senior Floating-Rate Fund was a new Atlas Wealth position in Q2 2026.
Eaton Vance Senior Floating-Rate Fund made up 0.22% of Atlas Wealth's portfolio in Q2 2026, its #81 holding.
25 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.