Melfa Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Melfa Wealth Management’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	$214K	Sell	19,850 -5,469	-22%	-$59.1K	0.12%	158
2026 Q1	$272K	Hold	25,319	–	–	0.16%	132
2025 Q4	$286K	Hold	25,319	–	–	0.16%	132
2025 Q3	$298K	Hold	25,319	–	–	0.17%	132
2025 Q2	$316K	Hold	25,319	–	–	0.2%	121
2025 Q1	$318K	Hold	25,319	–	–	0.21%	111
2024 Q4	$325K	Sell	25,319 -5,344	-17%	-$70.6K	0.22%	115
2024 Q3	$395K	Hold	30,663	–	–	0.26%	97
2024 Q2	$411K	Hold	30,663	–	–	0.29%	93
2024 Q1	$408K	Buy	30,663 +199	+0.7%	+$2.61K	0.29%	88
2023 Q4	$382K	Sell	30,464 -2,350	-7%	-$28.7K	0.36%	70
2023 Q3	$404K	Buy	32,814 +276	+0.8%	+$3.34K	0.44%	61
2023 Q2	$380K	Buy	32,538 +257	+0.8%	+$2.94K	0.39%	69
2023 Q1	$372K	Sell	32,281 -4,546	-12%	-$53K	0.37%	68
2022 Q4	$408K	Buy	+36,827	New	+$416K	0.43%	66

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

Melfa Wealth Management's EFT Position: Q2 2026 in Review

Melfa Wealth Management reduced its Eaton Vance Floating-Rate Income Trust (EFT) stake by 22% in Q2 2026, selling an estimated $59.1K and leaving 19,850 shares worth $214K. The position accounts for 0.12% of the portfolio, ranked #158.

Melfa Wealth Management first reported a position in EFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $411K in Q2 2024. 81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

Melfa Wealth Management held 19,850 shares of Eaton Vance Floating-Rate Income Trust worth $214K as of Q2 2026.
Melfa Wealth Management sold 5,469 Eaton Vance Floating-Rate Income Trust shares in Q2 2026, an estimated $59.1K.
Eaton Vance Floating-Rate Income Trust made up 0.12% of Melfa Wealth Management's portfolio in Q2 2026, its #158 holding.
Melfa Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Eaton Vance Floating-Rate Income Trust position peaked at $411K in Q2 2024.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.