J.W. Cole Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

J.W. Cole Advisors’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 Q2	$117K	Buy	+10,843	New	+$117K	﹤0.01%	1544
2023 Q3	–	Sell	-10,056	Closed	-$117K	–	752
2023 Q2	$117K	Sell	10,056 -765	-7%	-$8.76K	0.01%	731
2023 Q1	$125K	Hold	10,821	–	–	0.01%	744
2022 Q4	$120K	Hold	10,821	–	–	0.01%	713
2022 Q3	$123K	Hold	10,821	–	–	0.01%	686
2022 Q2	$127K	Hold	10,821	–	–	0.01%	700
2022 Q1	$143K	Hold	10,821	–	–	0.01%	768
2021 Q4	$163K	Hold	10,821	–	–	0.01%	796
2021 Q3	$158K	Buy	10,821 +48	+0.4%	+$706	0.01%	457
2021 Q2	$155K	Buy	+10,773	New	+$153K	0.01%	715

Other funds holding EFT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

J.W. Cole Advisors's EFT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2026: 10,843 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #1544 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in EFT as recently as Q2 2023.

J.W. Cole Advisors first reported a position in EFT in Q2 2021 and has held it in 10 quarters since. The position peaked at $163K in Q4 2021. 81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

J.W. Cole Advisors held 10,843 shares of Eaton Vance Floating-Rate Income Trust worth $117K as of Q2 2026.
Eaton Vance Floating-Rate Income Trust was a new J.W. Cole Advisors position in Q2 2026.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1544 holding.
J.W. Cole Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2021 and has held it in 10 quarters since.
J.W. Cole Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $163K in Q4 2021.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.