AAS
EVF

Avantax Advisory Services’s Eaton Vance Senior Income Trust EVF Stock Holding History

Avantax Advisory Services’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 		$60.6K Sell
10,646
-316
-3% -$1.77K ﹤0.01% 2320
2025
Q1 		$64K Sell
10,962
-429
-4% -$2.62K ﹤0.01% 2189
2024
Q4 		$69.9K Sell
11,391
-442
-4% -$2.75K ﹤0.01% 2140
2024
Q3 		$73.1K Sell
11,833
-6,714
-36% -$42K ﹤0.01% 2083
2024
Q2 		$118K Sell
18,547
-6,131
-25% -$39.1K ﹤0.01% 2003
2024
Q1 		$157K Buy
24,678
+183
+0.7% +$1.18K ﹤0.01% 1563
2023
Q4 		$155K Buy
24,495
+4,562
+23% +$27.4K ﹤0.01% 1501
2023
Q3 		$118K Sell
19,933
-809
-4% -$4.57K ﹤0.01% 1482
2023
Q2 		$113K Buy
20,742
+3,953
+24% +$21K ﹤0.01% 1442
2023
Q1 		$89.8K Buy
16,789
+2,878
+21% +$15.9K ﹤0.01% 1427
2022
Q4 		$73.3K Buy
13,911
+1,318
+10% +$7.04K ﹤0.01% 1375
2022
Q3 		$66K Buy
12,593
+128
+1% +$713 ﹤0.01% 1291
2022
Q2 		$68K Buy
12,465
+110
+0.9% +$644 ﹤0.01% 1268
2022
Q1 		$79K Buy
12,355
+71
+0.6% +$470 ﹤0.01% 1249
2021
Q4 		$83K Buy
+12,284
New +$84.7K ﹤0.01% 1219
2021
Q3 		– Sell
-12,100
Closed -$83K – 1199
2021
Q2 		$83K Buy
+12,100
New +$81.4K ﹤0.01% 1119
2020
Q4 		– Sell
-11,448
Closed -$68K – 1059
2020
Q3 		$68K Buy
+11,448
New +$65.5K ﹤0.01% 1325

Other funds holding EVF

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Avantax Advisory Services reduced its Eaton Vance Senior Income Trust (EVF) stake by 2.9% in Q2 2025, selling an estimated $1.77K and leaving 10,646 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Avantax Advisory Services first reported a position in EVF in Q3 2020 and has held it in 17 quarters since. The position peaked at $157K in Q1 2024. 45 funds tracked by Wall St. Rank hold EVF as of Q2 2025.

  • Avantax Advisory Services held 10,646 shares of Eaton Vance Senior Income Trust worth $60.6K as of Q2 2025.
  • Avantax Advisory Services sold 316 Eaton Vance Senior Income Trust shares in Q2 2025, an estimated $1.77K.
  • Eaton Vance Senior Income Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2320 holding.
  • Avantax Advisory Services first reported a position in Eaton Vance Senior Income Trust in Q3 2020 and has held it in 17 quarters since.
  • Avantax Advisory Services's Eaton Vance Senior Income Trust position peaked at $157K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2025.

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