MYIA
EVF

Mount Yale Investment Advisors’s Eaton Vance Senior Income Trust EVF Stock Holding History

Mount Yale Investment Advisors’s Portfolio EVF Stock Details EVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,483
Closed -$25.5K – 957
2025
Q2 		$25.5K Buy
+4,483
New +$25.1K ﹤0.01% 994

Other funds holding EVF

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's EVF Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Eaton Vance Senior Income Trust (EVF) in Q3 2025, closing a stake of 4,483 shares — an estimated $25.5K sold.

Mount Yale Investment Advisors first reported a position in EVF in Q2 2025 and held it in 1 quarter. The position peaked at $25.5K in Q2 2025. 51 funds tracked by Wall St. Rank hold EVF as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Eaton Vance Senior Income Trust position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,483 Eaton Vance Senior Income Trust shares in Q3 2025, an estimated $25.5K.
  • Mount Yale Investment Advisors first reported a position in Eaton Vance Senior Income Trust in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Eaton Vance Senior Income Trust position peaked at $25.5K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.