Kestra Private Wealth Services
EFT icon

Kestra Private Wealth Services’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-14,129
Closed -$160K – 1801
2025
Q4 		$160K Buy
14,129
+713
+5% +$8.17K ﹤0.01% 1621
2025
Q3 		$158K Buy
13,416
+1,251
+10% +$15.2K ﹤0.01% 1584
2025
Q2 		$152K Buy
12,165
+887
+8% +$10.7K ﹤0.01% 1531
2025
Q1 		$142K Buy
+11,278
New +$147K ﹤0.01% 1431

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1CP
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Raymond James Financial
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Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM

Kestra Private Wealth Services's EFT Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2026, closing a stake of 14,129 shares — an estimated $160K sold.

Kestra Private Wealth Services first reported a position in EFT in Q1 2025 and held it in 4 quarters. The position peaked at $160K in Q4 2025. 86 funds tracked by Wall St. Rank hold EFT as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 14,129 Eaton Vance Floating-Rate Income Trust shares in Q1 2026, an estimated $160K.
  • Kestra Private Wealth Services first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2025 and held it in 4 quarters.
  • Kestra Private Wealth Services's Eaton Vance Floating-Rate Income Trust position peaked at $160K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.