PFS
EFR

Prospera Financial Services’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Prospera Financial Services’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$174K Sell
16,450
-2,106
-11% -$22.1K ﹤0.01% 1411
2026
Q1 		$196K Sell
18,556
-396
-2% -$4.3K ﹤0.01% 1353
2025
Q4 		$211K Buy
18,952
+106
+0.6% +$1.19K ﹤0.01% 1274
2025
Q3 		$216K Buy
18,846
+107
+0.6% +$1.26K ﹤0.01% 1281
2025
Q2 		$227K Buy
18,739
+1,272
+7% +$15K ﹤0.01% 1220
2025
Q1 		$214K Buy
17,467
+2,030
+13% +$26.1K ﹤0.01% 1107
2024
Q4 		$198K Buy
15,437
+586
+4% +$7.53K ﹤0.01% 1089
2024
Q3 		$189K Buy
14,851
+1,095
+8% +$14.1K ﹤0.01% 1079
2024
Q2 		$180K Buy
13,756
+95
+0.7% +$1.25K 0.01% 1081
2024
Q1 		$178K Sell
13,661
-2,988
-18% -$38.8K 0.01% 1050
2023
Q4 		$211K Buy
16,649
+114
+0.7% +$1.39K 0.01% 985
2023
Q3 		$200K Sell
16,535
-1,089
-6% -$13.1K 0.01% 952
2023
Q2 		$207K Buy
17,624
+100
+0.6% +$1.14K 0.01% 939
2023
Q1 		$199K Buy
17,524
+81
+0.5% +$941 0.01% 902
2022
Q4 		$191K Sell
17,443
-9,957
-36% -$111K 0.01% 849
2022
Q3 		$304K Sell
27,400
-6,500
-19% -$78.7K 0.02% 652
2022
Q2 		$416K Buy
33,900
+6,000
+22% +$75K 0.02% 570
2022
Q1 		$374K Hold
27,900
– – 0.02% 679
2021
Q4 		$412K Buy
27,900
+2,000
+8% +$29.9K 0.02% 623
2021
Q3 		$378K Hold
25,900
– – 0.02% 604
2021
Q2 		$366K Sell
25,900
-325
-1% -$4.57K 0.02% 611
2021
Q1 		$362K Hold
26,225
– – 0.02% 569
2020
Q4 		$334K Buy
+26,225
New +$328K 0.02% 507
2020
Q3 		– Sell
-22,900
Closed -$259K – 1630
2020
Q2 		$259K Buy
+22,900
New +$248K 0.02% 483

Other funds holding EFR

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

Prospera Financial Services's EFR Position: Q2 2026 in Review

Prospera Financial Services reduced its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 11% in Q2 2026, selling an estimated $22.1K and leaving 16,450 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Prospera Financial Services first reported a position in EFR in Q2 2020 and has held it in 24 quarters since. The position peaked at $416K in Q2 2022. 11 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

  • Prospera Financial Services held 16,450 shares of Eaton Vance Senior Floating-Rate Fund worth $174K as of Q2 2026.
  • Prospera Financial Services sold 2,106 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $22.1K.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1411 holding.
  • Prospera Financial Services first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2020 and has held it in 24 quarters since.
  • Prospera Financial Services's Eaton Vance Senior Floating-Rate Fund position peaked at $416K in Q2 2022.
  • 11 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.