GFG
EFT

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

Greenberg 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
2025
Q4 		$237K Buy
+20,955
New +$240K 0.1% 94
2025
Q2 		$135K Sell
12,455
-8,100
-39% -$97.9K 0.05% 117
2025
Q1 		$221K Buy
+20,555
New +$269K 0.09% 98

Other funds holding EFT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Greenberg Financial Group's EFT Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2025: 20,955 shares worth $237K. The stake represents 0.1% of the portfolio and ranks #94 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in EFT as recently as Q2 2025.

Greenberg Financial Group first reported a position in EFT in Q1 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold EFT as of Q4 2025.

  • Greenberg Financial Group held 20,955 shares of Eaton Vance Floating-Rate Income Trust worth $237K as of Q4 2025.
  • Eaton Vance Floating-Rate Income Trust was a new Greenberg Financial Group position in Q4 2025.
  • Eaton Vance Floating-Rate Income Trust made up 0.1% of Greenberg Financial Group's portfolio in Q4 2025, its #94 holding.
  • Greenberg Financial Group first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.