AWM
EFT

Atticus Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Atticus Wealth Management’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
-2,160
Closed -$27.1K – 682
2025
Q1 		$27.1K Hold
2,160
– – 0.01% 292
2024
Q4 		$27.7K Hold
2,160
– – 0.01% 304
2024
Q3 		$27.8K Hold
2,160
– – 0.01% 304
2024
Q2 		$29K Hold
2,160
– – 0.01% 281
2024
Q1 		$28.8K Hold
2,160
– – 0.01% 289
2023
Q4 		$27.1K Hold
2,160
– – 0.01% 305
2023
Q3 		$26.6K Hold
2,160
– – 0.01% 311
2023
Q2 		$25.2K Hold
2,160
– – 0.01% 319
2023
Q1 		$24.9K Hold
2,160
– – 0.01% 304
2022
Q4 		$24K Hold
2,160
– – 0.01% 320
2022
Q3 		$25K Hold
2,160
– – 0.01% 296
2022
Q2 		$25K Hold
2,160
– – 0.01% 322
2022
Q1 		$29K Hold
2,160
– – 0.01% 295
2021
Q4 		$33K Hold
2,160
– – 0.01% 272
2021
Q3 		$31K Hold
2,160
– – 0.01% 281
2021
Q2 		$31K Sell
2,160
-25
-1% -$356 0.01% 264
2021
Q1 		$31K Hold
2,185
– – 0.01% 245
2020
Q4 		$29K Hold
2,185
– – 0.01% 242
2020
Q3 		$26K Hold
2,185
– – 0.02% 214
2020
Q2 		$25K Hold
2,185
– – 0.02% 198
2020
Q1 		$22K Hold
2,185
– – 0.02% 202
2019
Q4 		$30K Buy
+2,185
New +$29.2K 0.02% 201

Other funds holding EFT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
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
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

Atticus Wealth Management's EFT Position: Q2 2025 in Review

Atticus Wealth Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2025, closing a stake of 2,160 shares — an estimated $27.1K sold.

Atticus Wealth Management first reported a position in EFT in Q4 2019 and held it in 22 quarters. The position peaked at $33K in Q4 2021. 78 funds tracked by Wall St. Rank hold EFT as of Q2 2025.

  • Atticus Wealth Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 2,160 Eaton Vance Floating-Rate Income Trust shares in Q2 2025, an estimated $27.1K.
  • Atticus Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2019 and held it in 22 quarters.
  • Atticus Wealth Management's Eaton Vance Floating-Rate Income Trust position peaked at $33K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2025.

Based on Atticus Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.