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 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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's EVF Position: Q1 2026 in Review

Creative Planning opened a new position in Eaton Vance Senior Income Trust (EVF) in Q1 2026: 20,171 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #3902 among its holdings. This is a return to the name: Creative Planning previously reported a position in EVF as recently as Q3 2023.

Creative Planning first reported a position in EVF in Q2 2013 and has held it in 8 quarters since. The position peaked at $232K in Q3 2023. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

Creative Planning held 20,171 shares of Eaton Vance Senior Income Trust worth $101K as of Q1 2026.
Eaton Vance Senior Income Trust was a new Creative Planning position in Q1 2026.
Eaton Vance Senior Income Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3902 holding.
Creative Planning first reported a position in Eaton Vance Senior Income Trust in Q2 2013 and has held it in 8 quarters since.
Creative Planning's Eaton Vance Senior Income Trust position peaked at $232K in Q3 2023.
54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.