Focus Partners Wealth

Focus Partners Wealth’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Focus Partners Wealth’s Portfolio EFR Stock Details EFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$176K	Buy
2025 Q1	$175K	Buy
2024 Q4	$179K	Buy
2024 Q3	–	Sell
2024 Q2	$177K	Buy
2024 Q1	$174K	Buy