RPGNY
EFT

Retirement Planning Group (New York)’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Retirement Planning Group (New York)’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 		$197K Sell
18,281
-8,439
-32% -$91.2K 0.11% 107
2026
Q1 		$287K Buy
26,720
+585
+2% +$6.51K 0.18% 72
2025
Q4 		$297K Buy
26,135
+570
+2% +$6.53K 0.2% 69
2025
Q3 		$301K Buy
+25,565
New +$312K 0.23% 68

Other funds holding EFT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
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
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
GC
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
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM

Retirement Planning Group (New York)'s EFT Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its Eaton Vance Floating-Rate Income Trust (EFT) stake by 32% in Q2 2026, selling an estimated $91.2K and leaving 18,281 shares worth $197K. The position accounts for 0.11% of the portfolio, ranked #107.

Retirement Planning Group (New York) first reported a position in EFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $301K in Q3 2025. 81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

  • Retirement Planning Group (New York) held 18,281 shares of Eaton Vance Floating-Rate Income Trust worth $197K as of Q2 2026.
  • Retirement Planning Group (New York) sold 8,439 Eaton Vance Floating-Rate Income Trust shares in Q2 2026, an estimated $91.2K.
  • Eaton Vance Floating-Rate Income Trust made up 0.11% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #107 holding.
  • Retirement Planning Group (New York) first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (New York)'s Eaton Vance Floating-Rate Income Trust position peaked at $301K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.