HWP
EFR

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

Highline Wealth Partners’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
2026
Q2 		$2.12K Hold
200
– – ﹤0.01% 1171
2026
Q1 		$2.11K Hold
200
– – ﹤0.01% 1059
2025
Q4 		$2.23K Hold
200
– – ﹤0.01% 830
2025
Q3 		$2.29K Buy
+200
New +$2.36K ﹤0.01% 826

Other funds holding EFR

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

Highline Wealth Partners's EFR Position: Q2 2026 in Review

Highline Wealth Partners held its Eaton Vance Senior Floating-Rate Fund (EFR) position steady in Q2 2026 at 200 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Highline Wealth Partners first reported a position in EFR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.29K in Q3 2025. 11 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

  • Highline Wealth Partners held 200 shares of Eaton Vance Senior Floating-Rate Fund worth $2.12K as of Q2 2026.
  • Highline Wealth Partners left its Eaton Vance Senior Floating-Rate Fund share count unchanged in Q2 2026.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1171 holding.
  • Highline Wealth Partners first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Eaton Vance Senior Floating-Rate Fund position peaked at $2.29K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.