Institute for Wealth Management’s Eaton Vance Senior Income Trust EVF Stock Holding History

Institute for Wealth Management’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	$215	Buy	+43	New	+$214	﹤0.01%	1724
2023 Q4	–	Sell	-10,500	Closed	-$62K	–	487
2023 Q3	$62K	Hold	10,500	–	–	0.01%	451
2023 Q2	$57.3K	Hold	10,500	–	–	0.01%	460
2023 Q1	$56.2K	Hold	10,500	–	–	0.01%	445
2022 Q4	$55.3K	Hold	10,500	–	–	0.01%	448
2022 Q3	$55K	Hold	10,500	–	–	0.01%	442
2022 Q2	$57K	Sell	10,500 -6,000	-36%	-$35.1K	0.01%	527
2022 Q1	$105K	Hold	16,500	–	–	0.02%	528
2021 Q4	$111K	Hold	16,500	–	–	0.02%	482
2021 Q3	$116K	Hold	16,500	–	–	0.02%	473
2021 Q2	$112K	Hold	16,500	–	–	0.02%	479
2021 Q1	$109K	Hold	16,500	–	–	0.02%	462
2020 Q4	$105K	Hold	16,500	–	–	0.02%	441
2020 Q3	$97K	Sell	16,500 -1,000	-6%	-$5.72K	0.02%	412
2020 Q2	$93K	Hold	17,500	–	–	0.02%	419
2020 Q1	$81K	Hold	17,500	–	–	0.03%	394
2019 Q4	$112K	Hold	17,500	–	–	0.03%	464
2019 Q3	$107K	Sell	17,500 -4,000	-19%	-$24.7K	0.03%	411
2019 Q2	$134K	Sell	21,500 -5,200	-19%	-$32.4K	0.03%	456
2019 Q1	$164K	Sell	26,700 -13,600	-34%	-$83.4K	0.04%	423
2018 Q4	$242K	Sell	40,300 -2,800	-6%	-$17.3K	0.1%	220
2018 Q3	$278K	Hold	43,100	–	–	0.09%	192
2018 Q2	$278K	Sell	43,100 -1,100	-2%	-$7.3K	0.09%	198
2018 Q1	$285K	Sell	44,200 -1,400	-3%	-$9.14K	0.08%	236
2017 Q4	$297K	Hold	45,600	–	–	0.07%	307
2017 Q3	$302K	Hold	45,600	–	–	0.1%	227
2017 Q2	$305K	Buy	+45,600	New	+$308K	0.08%	306

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institute for Wealth Management's EVF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Eaton Vance Senior Income Trust (EVF) in Q2 2026: 43 shares worth $215. The stake represents ﹤0.01% of the portfolio and ranks #1724 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EVF as recently as Q3 2023.

Institute for Wealth Management first reported a position in EVF in Q2 2017 and has held it in 27 quarters since. The position peaked at $305K in Q2 2017. 56 funds tracked by Wall St. Rank hold EVF as of Q2 2026.

Institute for Wealth Management held 43 shares of Eaton Vance Senior Income Trust worth $215 as of Q2 2026.
Eaton Vance Senior Income Trust was a new Institute for Wealth Management position in Q2 2026.
Eaton Vance Senior Income Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1724 holding.
Institute for Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q2 2017 and has held it in 27 quarters since.
Institute for Wealth Management's Eaton Vance Senior Income Trust position peaked at $305K in Q2 2017.
56 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.