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
Q2 		– Sell
-26,400
Closed -$132K – 1199
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

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Advisor Alliance's EVF Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Eaton Vance Senior Income Trust (EVF) in Q2 2026, closing a stake of 26,400 shares — an estimated $132K sold.

Independent Advisor Alliance first reported a position in EVF in Q4 2019 and held it in 2 quarters. The position peaked at $978K in Q4 2019. 56 funds tracked by Wall St. Rank hold EVF as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Eaton Vance Senior Income Trust position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 26,400 Eaton Vance Senior Income Trust shares in Q2 2026, an estimated $132K.
  • Independent Advisor Alliance first reported a position in Eaton Vance Senior Income Trust in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's Eaton Vance Senior Income Trust position peaked at $978K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.