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 Q2	$277K	Buy	+25,637	New	+$277K	0.1%	153

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

McCarter Private Wealth Services's EFT Position: Q2 2026 in Review

McCarter Private Wealth Services opened a new position in Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2026: 25,637 shares worth $277K. The stake represents 0.1% of the portfolio and ranks #153 among its holdings.

81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

McCarter Private Wealth Services held 25,637 shares of Eaton Vance Floating-Rate Income Trust worth $277K as of Q2 2026.
Eaton Vance Floating-Rate Income Trust was a new McCarter Private Wealth Services position in Q2 2026.
Eaton Vance Floating-Rate Income Trust made up 0.1% of McCarter Private Wealth Services's portfolio in Q2 2026, its #153 holding.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.