Future Financial Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Future Financial Wealth Management’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 Q4	–	Sell	-800	Closed	-$9.15K	–	206
2025 Q3	$9.15K	Hold	800	–	–	0.01%	386
2025 Q2	$9.7K	Hold	800	–	–	0.01%	370
2025 Q1	$9.8K	Hold	800	–	–	0.01%	368
2024 Q4	$10.2K	Hold	800	–	–	0.01%	365
2024 Q3	$10.2K	Buy	+800	New	+$10.3K	0.01%	383
2024 Q2	–	Sell	-800	Closed	-$10.4K	–	205
2024 Q1	$10.4K	Buy	+800	New	+$10.4K	0.01%	397

Other funds holding EFR

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Future Financial Wealth Management's EFR Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2025, closing a stake of 800 shares — an estimated $9.15K sold.

Future Financial Wealth Management first reported a position in EFR in Q1 2024 and held it in 6 quarters. The position peaked at $10.4K in Q1 2024. 96 funds tracked by Wall St. Rank hold EFR as of Q4 2025.

Future Financial Wealth Management reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 800 Eaton Vance Senior Floating-Rate Fund shares in Q4 2025, an estimated $9.15K.
Future Financial Wealth Management first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2024 and held it in 6 quarters.
Future Financial Wealth Management's Eaton Vance Senior Floating-Rate Fund position peaked at $10.4K in Q1 2024.
96 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.