PS
EFT

Principal Securities’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-850
Closed -$10K – 1944
2025
Q3 		$10K Hold
850
– – ﹤0.01% 2719
2025
Q2 		$10.6K Hold
850
– – ﹤0.01% 2593
2025
Q1 		$10.9K Hold
850
– – ﹤0.01% 2484
2024
Q4 		$10.9K Hold
850
– – ﹤0.01% 2480
2024
Q3 		$10.9K Hold
850
– – ﹤0.01% 2405
2024
Q2 		$11.4K Hold
850
– – ﹤0.01% 2330
2024
Q1 		$11.3K Hold
850
– – ﹤0.01% 2272
2023
Q4 		$10.7K Buy
+850
New +$10.4K ﹤0.01% 2209

Other funds holding EFT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return