Integrated Capital Management (Pennsylvania)’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Integrated Capital Management (Pennsylvania)’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 Q3	$201K	Buy	+18,776	New	+$200K	0.14%	52
2024 Q1	–	Sell	-12,938	Closed	-$162K	–	80
2023 Q4	$162K	Sell	12,938 -233	-2%	-$2.85K	0.14%	56
2023 Q3	$162K	Sell	13,171 -1,063	-7%	-$12.9K	0.14%	47
2023 Q2	$166K	Sell	14,234 -1,358	-9%	-$15.6K	0.15%	45
2023 Q1	$132K	Buy	15,592 +2,167	+16%	+$25.3K	0.12%	69
2022 Q4	$149K	Sell	13,425 -780	-5%	-$8.81K	0.14%	52
2022 Q3	$161K	Buy	+14,205	New	+$172K	0.16%	40

Other funds holding EFT

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Integrated Capital Management (Pennsylvania)'s EFT Position: Q3 2026 in Review

Integrated Capital Management (Pennsylvania) opened a new position in Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2026: 18,776 shares worth $201K. The stake represents 0.14% of the portfolio and ranks #52 among its holdings. This is a return to the name: Integrated Capital Management (Pennsylvania) previously reported a position in EFT as recently as Q4 2023.

Integrated Capital Management (Pennsylvania) first reported a position in EFT in Q3 2022 and has held it in 7 quarters since. 4 funds tracked by Wall St. Rank hold EFT as of Q3 2026.

Integrated Capital Management (Pennsylvania) held 18,776 shares of Eaton Vance Floating-Rate Income Trust worth $201K as of Q3 2026.
Eaton Vance Floating-Rate Income Trust was a new Integrated Capital Management (Pennsylvania) position in Q3 2026.
Eaton Vance Floating-Rate Income Trust made up 0.14% of Integrated Capital Management (Pennsylvania)'s portfolio in Q3 2026, its #52 holding.
Integrated Capital Management (Pennsylvania) first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2022 and has held it in 7 quarters since.
4 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2026.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q3 2026, filed 9 Oct 2026.