CWM
EVF

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

Consultiva 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
2026
Q1 		$21.1K Hold
4,238
– – 0.06% 157
2025
Q4 		$22.3K Hold
4,238
– – 0.06% 151
2025
Q3 		$23.2K Hold
4,238
– – 0.07% 146
2025
Q2 		$24.1K Hold
4,238
– – 0.07% 140
2025
Q1 		$24.7K Buy
+4,238
New +$25.9K 0.09% 140

Other funds holding EVF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Consultiva Wealth Management's EVF Position: Q1 2026 in Review

Consultiva Wealth Management held its Eaton Vance Senior Income Trust (EVF) position steady in Q1 2026 at 4,238 shares worth $21.1K. The position accounts for 0.06% of the portfolio, ranked #157.

Consultiva Wealth Management first reported a position in EVF in Q1 2025 and has held it in 5 quarters since. The position peaked at $24.7K in Q1 2025. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

  • Consultiva Wealth Management held 4,238 shares of Eaton Vance Senior Income Trust worth $21.1K as of Q1 2026.
  • Consultiva Wealth Management left its Eaton Vance Senior Income Trust share count unchanged in Q1 2026.
  • Eaton Vance Senior Income Trust made up 0.06% of Consultiva Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Consultiva Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q1 2025 and has held it in 5 quarters since.
  • Consultiva Wealth Management's Eaton Vance Senior Income Trust position peaked at $24.7K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.