AAS
EFR

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

Avantax 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
Q2 		$202K Sell
16,696
-13,220
-44% -$156K ﹤0.01% 2200
2025
Q1 		$366K Sell
29,916
-240
-0.8% -$3.08K ﹤0.01% 1701
2024
Q4 		$386K Buy
30,156
+7,532
+33% +$96.8K ﹤0.01% 1618
2024
Q3 		$288K Sell
22,624
-1,375
-6% -$17.7K ﹤0.01% 1783
2024
Q2 		$314K Buy
23,999
+1,400
+6% +$18.4K ﹤0.01% 1663
2024
Q1 		$294K Buy
22,599
+1,075
+5% +$14K ﹤0.01% 1305
2023
Q4 		$273K Buy
21,524
+4,798
+29% +$58.5K ﹤0.01% 1288
2023
Q3 		$203K Buy
16,726
+1,302
+8% +$15.7K ﹤0.01% 1428
2023
Q2 		$181K Buy
15,424
+1,375
+10% +$15.6K ﹤0.01% 1414
2023
Q1 		$159K Hold
14,049
– – ﹤0.01% 1395
2022
Q4 		$154K Buy
14,049
+410
+3% +$4.59K ﹤0.01% 1336
2022
Q3 		$152K Hold
13,639
– – ﹤0.01% 1243
2022
Q2 		$167K Buy
13,639
+1,755
+15% +$21.9K ﹤0.01% 1222
2022
Q1 		$160K Buy
11,884
+675
+6% +$9.48K ﹤0.01% 1215
2021
Q4 		$165K Hold
11,209
– – ﹤0.01% 1191
2021
Q3 		$164K Buy
+11,209
New +$160K ﹤0.01% 1128
2020
Q4 		– Sell
-19,239
Closed -$226K – 1041
2020
Q3 		$226K Buy
+19,239
New +$224K ﹤0.01% 1162

Other funds holding EFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Avantax Advisory Services's EFR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 44% in Q2 2025, selling an estimated $156K and leaving 16,696 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Avantax Advisory Services first reported a position in EFR in Q3 2020 and has held it in 17 quarters since. The position peaked at $386K in Q4 2024. 88 funds tracked by Wall St. Rank hold EFR as of Q2 2025.

  • Avantax Advisory Services held 16,696 shares of Eaton Vance Senior Floating-Rate Fund worth $202K as of Q2 2025.
  • Avantax Advisory Services sold 13,220 Eaton Vance Senior Floating-Rate Fund shares in Q2 2025, an estimated $156K.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2200 holding.
  • Avantax Advisory Services first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2020 and has held it in 17 quarters since.
  • Avantax Advisory Services's Eaton Vance Senior Floating-Rate Fund position peaked at $386K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.