Carson Wealth (CWM LLC)
EFT

Carson Wealth (CWM LLC)’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$429 Hold
40
– – ﹤0.01% 5471
2025
Q4 		$0 Hold
40
– – ﹤0.01% 5430
2025
Q3 		$0 Hold
40
– – ﹤0.01% 5336
2025
Q2 		$0 Hold
40
– – ﹤0.01% 5160
2025
Q1 		$1K Hold
40
– – ﹤0.01% 4889
2024
Q4 		$1K Hold
40
– – ﹤0.01% 4697
2024
Q3 		$1K Hold
40
– – ﹤0.01% 4566
2024
Q2 		$1K Hold
40
– – ﹤0.01% 4367
2024
Q1 		$1K Hold
40
– – ﹤0.01% 4120
2023
Q4 		$1K Buy
+40
New +$488 ﹤0.01% 3938
2023
Q3 		– Sell
-584
Closed -$7K – 4258
2023
Q2 		$7K Buy
584
+17
+3% +$195 ﹤0.01% 3272
2023
Q1 		$7K Buy
567
+16
+3% +$187 ﹤0.01% 3132
2022
Q4 		$6K Buy
551
+11
+2% +$124 ﹤0.01% 3068
2022
Q3 		$6K Buy
540
+10
+2% +$121 ﹤0.01% 2962
2022
Q2 		$6K Buy
+530
New +$6.6K ﹤0.01% 2872
2019
Q1 		– Sell
-39,234
Closed -$497K – 3012
2018
Q4 		$497K Buy
+39,234
New +$535K 0.01% 457

Other funds holding EFT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM

Carson Wealth (CWM LLC)'s EFT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Eaton Vance Floating-Rate Income Trust (EFT) position steady in Q1 2026 at 40 shares worth $429. The position accounts for ﹤0.01% of the portfolio, ranked #5471.

Carson Wealth (CWM LLC) first reported a position in EFT in Q4 2018 and has held it in 16 quarters since. The position peaked at $497K in Q4 2018. 86 funds tracked by Wall St. Rank hold EFT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40 shares of Eaton Vance Floating-Rate Income Trust worth $429 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Eaton Vance Floating-Rate Income Trust share count unchanged in Q1 2026.
  • Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5471 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2018 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Eaton Vance Floating-Rate Income Trust position peaked at $497K in Q4 2018.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.