Carson Wealth (CWM LLC)’s Eaton Vance Senior Income Trust EVF Stock Holding History

Carson Wealth (CWM LLC)’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	-15,300	Closed	-$87K	–	5346
2025 Q2	$87K	Hold	15,300	–	–	﹤0.01%	2841
2025 Q1	$89K	Hold	15,300	–	–	﹤0.01%	2513
2024 Q4	$94K	Hold	15,300	–	–	﹤0.01%	2317
2024 Q3	$95K	Hold	15,300	–	–	﹤0.01%	2223
2024 Q2	$97K	Hold	15,300	–	–	﹤0.01%	1993
2024 Q1	$97K	Hold	15,300	–	–	﹤0.01%	1896
2023 Q4	$97K	Hold	15,300	–	–	﹤0.01%	1790
2023 Q3	$90K	Hold	15,300	–	–	﹤0.01%	1700
2023 Q2	$84K	Buy	+15,300	New	+$81.3K	﹤0.01%	1658
2019 Q1	–	Sell	-52,281	Closed	-$314K	–	3023
2018 Q4	$314K	Buy	+52,281	New	+$323K	0.01%	516

Other funds holding EVF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EVF Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Eaton Vance Senior Income Trust (EVF) in Q3 2025, closing a stake of 15,300 shares — an estimated $87K sold.

Carson Wealth (CWM LLC) first reported a position in EVF in Q4 2018 and held it in 10 quarters. The position peaked at $314K in Q4 2018. 51 funds tracked by Wall St. Rank hold EVF as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Eaton Vance Senior Income Trust position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 15,300 Eaton Vance Senior Income Trust shares in Q3 2025, an estimated $87K.
Carson Wealth (CWM LLC) first reported a position in Eaton Vance Senior Income Trust in Q4 2018 and held it in 10 quarters.
Carson Wealth (CWM LLC)'s Eaton Vance Senior Income Trust position peaked at $314K in Q4 2018.
51 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.