Cetera Investment Advisers
EFT

Cetera Investment Advisers’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Cetera Investment Advisers’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 		$732K Sell
68,222
-1,258
-2% -$14K ﹤0.01% 3175
2025
Q4 		$784K Buy
69,480
+4,219
+6% +$48.3K ﹤0.01% 3043
2025
Q3 		$768K Buy
65,261
+4,415
+7% +$53.8K ﹤0.01% 3017
2025
Q2 		$759K Buy
60,846
+2,425
+4% +$29.3K ﹤0.01% 2623
2025
Q1 		$733K Buy
58,421
+23,462
+67% +$307K ﹤0.01% 2521
2024
Q4 		$449K Sell
34,959
-2,977
-8% -$39.3K ﹤0.01% 2774
2024
Q3 		$489K Buy
37,936
+8,223
+28% +$108K ﹤0.01% 2670
2024
Q2 		$399K Buy
29,713
+3,701
+14% +$49.6K ﹤0.01% 2768
2024
Q1 		$346K Buy
+26,012
New +$341K ﹤0.01% 2912

Other funds holding EFT

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
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 $12.9B AUM 27.3% 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 $210M AUM