Ethos Financial Group’s Eaton Vance Senior Income Trust EVF Stock Holding History

Ethos Financial Group’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	$372K	Sell	74,629 -34,810	-32%	-$173K	0.02%	434
2026 Q1	$577K	Hold	109,439	–	–	0.04%	286
2025 Q4	$577K	Sell	109,439 -13,016	-11%	-$70K	0.04%	270
2025 Q3	$671K	Buy	122,455 +5,858	+5%	+$32.7K	0.05%	228
2025 Q2	$663K	Buy	116,597 +19,096	+20%	+$107K	0.06%	224
2025 Q1	$569K	Buy	+97,501	New	+$596K	0.05%	212

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

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

Ethos Financial Group reduced its Eaton Vance Senior Income Trust (EVF) stake by 32% in Q2 2026, selling an estimated $173K and leaving 74,629 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #434.

Ethos Financial Group first reported a position in EVF in Q1 2025 and has held it in 6 quarters since. The position peaked at $671K in Q3 2025. 56 funds tracked by Wall St. Rank hold EVF as of Q2 2026.

Ethos Financial Group held 74,629 shares of Eaton Vance Senior Income Trust worth $372K as of Q2 2026.
Ethos Financial Group sold 34,810 Eaton Vance Senior Income Trust shares in Q2 2026, an estimated $173K.
Eaton Vance Senior Income Trust made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #434 holding.
Ethos Financial Group first reported a position in Eaton Vance Senior Income Trust in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's Eaton Vance Senior Income Trust position peaked at $671K in Q3 2025.
56 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2026.

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