Ethos Financial Group’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Ethos Financial Group’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 Q2	$2.1M	Sell	194,431 -3,493	-2%	-$37.8K	0.14%	142
2026 Q1	$2.23M	Hold	197,924	–	–	0.16%	126
2025 Q4	$2.23M	Sell	197,924 -29,133	-13%	-$334K	0.17%	127
2025 Q3	$2.67M	Buy	227,057 +2,420	+1%	+$29.5K	0.21%	102
2025 Q2	$2.8M	Buy	224,637 +3,714	+2%	+$44.9K	0.24%	95
2025 Q1	$2.77M	Buy	+220,923	New	+$2.89M	0.27%	89

Other funds holding EFT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

1CP

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

Ethos Financial Group's EFT Position: Q2 2026 in Review

Ethos Financial Group reduced its Eaton Vance Floating-Rate Income Trust (EFT) stake by 1.8% in Q2 2026, selling an estimated $37.8K and leaving 194,431 shares worth $2.1M. The position accounts for 0.14% of the portfolio, ranked #142.

Ethos Financial Group first reported a position in EFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.8M in Q2 2025. 81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

Ethos Financial Group held 194,431 shares of Eaton Vance Floating-Rate Income Trust worth $2.1M as of Q2 2026.
Ethos Financial Group sold 3,493 Eaton Vance Floating-Rate Income Trust shares in Q2 2026, an estimated $37.8K.
Eaton Vance Floating-Rate Income Trust made up 0.14% of Ethos Financial Group's portfolio in Q2 2026, its #142 holding.
Ethos Financial Group first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's Eaton Vance Floating-Rate Income Trust position peaked at $2.8M in Q2 2025.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.