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Integrated Wealth Concepts’s Eaton Vance Senior Income Trust EVF Stock Holding History

Integrated Wealth Concepts’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 		$59K Hold
11,857
– – ﹤0.01% 2356
2026
Q1 		$59.2K Hold
11,857
– – ﹤0.01% 2209
2025
Q4 		$62.5K Hold
11,857
– – ﹤0.01% 1576
2025
Q3 		$65K Buy
+11,857
New +$66.1K ﹤0.01% 1938

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

Integrated Wealth Concepts's EVF Position: Q2 2026 in Review

Integrated Wealth Concepts held its Eaton Vance Senior Income Trust (EVF) position steady in Q2 2026 at 11,857 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Integrated Wealth Concepts first reported a position in EVF in Q3 2025 and has held it in 4 quarters since. The position peaked at $65K in Q3 2025. 56 funds tracked by Wall St. Rank hold EVF as of Q2 2026.

  • Integrated Wealth Concepts held 11,857 shares of Eaton Vance Senior Income Trust worth $59K as of Q2 2026.
  • Integrated Wealth Concepts left its Eaton Vance Senior Income Trust share count unchanged in Q2 2026.
  • Eaton Vance Senior Income Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2356 holding.
  • Integrated Wealth Concepts first reported a position in Eaton Vance Senior Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Eaton Vance Senior Income Trust position peaked at $65K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.