Creative Planning’s Eaton Vance Senior Income Trust EVF Stock Holding History

Creative Planning’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 Q2	$52.9K	Sell	10,631 -9,540	-47%	-$47.5K	﹤0.01%	4113
2026 Q1	$101K	Buy	+20,171	New	+$104K	﹤0.01%	3902
2023 Q4	–	Sell	-39,250	Closed	-$232K	–	2860
2023 Q3	$232K	Buy	+39,250	New	+$222K	﹤0.01%	2127
2016 Q1	–	Sell	-1,175	Closed	-$7K	–	4376
2015 Q4	$7K	Buy	+1,175	New	+$6.96K	﹤0.01%	3498
2014 Q3	–	Sell	-6	Closed	–	–	4037
2014 Q2	$0	Hold	6	–	–	﹤0.01%	3824
2014 Q1	$0	Hold	6	–	–	﹤0.01%	3667
2013 Q4	$0	Hold	6	–	–	﹤0.01%	3353
2013 Q3	$0	Sell	6 -2,156	-100%	-$15.6K	﹤0.01%	3248
2013 Q2	$16K	Buy	+2,162	New	+$16.4K	﹤0.01%	2051

Other funds holding EVF

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's EVF Position: Q2 2026 in Review

Creative Planning reduced its Eaton Vance Senior Income Trust (EVF) stake by 47% in Q2 2026, selling an estimated $47.5K and leaving 10,631 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4113.

Creative Planning first reported a position in EVF in Q2 2013 and has held it in 9 quarters since. The position peaked at $232K in Q3 2023. 56 funds tracked by Wall St. Rank hold EVF as of Q2 2026.

Creative Planning held 10,631 shares of Eaton Vance Senior Income Trust worth $52.9K as of Q2 2026.
Creative Planning sold 9,540 Eaton Vance Senior Income Trust shares in Q2 2026, an estimated $47.5K.
Eaton Vance Senior Income Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4113 holding.
Creative Planning first reported a position in Eaton Vance Senior Income Trust in Q2 2013 and has held it in 9 quarters since.
Creative Planning's Eaton Vance Senior Income Trust position peaked at $232K in Q3 2023.
56 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.