BWM
EVF

Buska Wealth Management’s Eaton Vance Senior Income Trust EVF Stock Holding History

Buska Wealth Management’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
Q3 		– Sell
-18,850
Closed -$107K – 76
2025
Q2 		$107K Sell
18,850
-169
-0.9% -$947 0.03% 67
2025
Q1 		$111K Sell
19,019
-25,729
-57% -$157K 0.03% 64
2024
Q4 		$275K Buy
44,748
+9,213
+26% +$57.4K 0.09% 50
2024
Q3 		$220K Sell
35,535
-5,555
-14% -$34.8K 0.08% 55
2024
Q2 		$261K Buy
41,090
+8,515
+26% +$54.4K 0.1% 44
2024
Q1 		$207K Buy
+32,575
New +$210K 0.09% 50

Other funds holding EVF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buska Wealth Management's EVF Position: Q3 2025 in Review

Buska Wealth Management sold out of Eaton Vance Senior Income Trust (EVF) in Q3 2025, closing a stake of 18,850 shares — an estimated $107K sold.

Buska Wealth Management first reported a position in EVF in Q1 2024 and held it in 6 quarters. The position peaked at $275K in Q4 2024. 51 funds tracked by Wall St. Rank hold EVF as of Q3 2025.

  • Buska Wealth Management reported no remaining Eaton Vance Senior Income Trust position as of Q3 2025 after selling out during the quarter.
  • Buska Wealth Management sold 18,850 Eaton Vance Senior Income Trust shares in Q3 2025, an estimated $107K.
  • Buska Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q1 2024 and held it in 6 quarters.
  • Buska Wealth Management's Eaton Vance Senior Income Trust position peaked at $275K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2025.

Based on Buska Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.