IAA
EVF

Independent Advisor Alliance’s Eaton Vance Senior Income Trust EVF Stock Holding History

Independent Advisor Alliance’s Portfolio EVF Stock Details EVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$132K Buy
+26,400
New +$137K ﹤0.01% 1525
2020
Q1 		– Sell
-152,570
Closed -$978K – 521
2019
Q4 		$978K Buy
+152,570
New +$950K 0.04% 366

Other funds holding EVF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's EVF Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Eaton Vance Senior Income Trust (EVF) in Q1 2026: 26,400 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1525 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in EVF as recently as Q4 2019.

Independent Advisor Alliance first reported a position in EVF in Q4 2019 and has held it in 2 quarters since. The position peaked at $978K in Q4 2019. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

  • Independent Advisor Alliance held 26,400 shares of Eaton Vance Senior Income Trust worth $132K as of Q1 2026.
  • Eaton Vance Senior Income Trust was a new Independent Advisor Alliance position in Q1 2026.
  • Eaton Vance Senior Income Trust made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1525 holding.
  • Independent Advisor Alliance first reported a position in Eaton Vance Senior Income Trust in Q4 2019 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Eaton Vance Senior Income Trust position peaked at $978K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.