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

McCarter 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
Q3 		$351K Buy
32,868
+7,231
+28% +$77.2K 0.12% 132
2026
Q2 		$277K Buy
+25,637
New +$277K 0.1% 153

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Apollon Wealth Management
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Dynamic Advisor Solutions
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ICMP
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OpenArc Corporate Advisory
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Sigma Planning Corp
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Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

McCarter Private Wealth Services's EFT Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Eaton Vance Floating-Rate Income Trust (EFT) stake by 28% in Q3 2026, buying an estimated $77.2K and bringing the position to 32,868 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #132.

McCarter Private Wealth Services first reported a position in EFT in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold EFT as of Q3 2026.

  • McCarter Private Wealth Services held 32,868 shares of Eaton Vance Floating-Rate Income Trust worth $351K as of Q3 2026.
  • McCarter Private Wealth Services bought 7,231 Eaton Vance Floating-Rate Income Trust shares in Q3 2026, an estimated $77.2K.
  • Eaton Vance Floating-Rate Income Trust made up 0.12% of McCarter Private Wealth Services's portfolio in Q3 2026, its #132 holding.
  • McCarter Private Wealth Services first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.