HWP
EFT

Highline Wealth Partners’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Highline Wealth Partners’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
2026
Q2 		$6.48K Hold
600
– – ﹤0.01% 783
2026
Q1 		$6.44K Hold
600
– – ﹤0.01% 638
2025
Q4 		$6.77K Hold
600
– – ﹤0.01% 484
2025
Q3 		$7.06K Buy
+600
New +$7.31K ﹤0.01% 484

Other funds holding EFT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Highline Wealth Partners held its Eaton Vance Floating-Rate Income Trust (EFT) position steady in Q2 2026 at 600 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Highline Wealth Partners first reported a position in EFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.06K in Q3 2025. 8 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

  • Highline Wealth Partners held 600 shares of Eaton Vance Floating-Rate Income Trust worth $6.48K as of Q2 2026.
  • Highline Wealth Partners left its Eaton Vance Floating-Rate Income Trust share count unchanged in Q2 2026.
  • Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #783 holding.
  • Highline Wealth Partners first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Eaton Vance Floating-Rate Income Trust position peaked at $7.06K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

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