SWM
EVF

SHP Wealth Management’s Eaton Vance Senior Income Trust EVF Stock Holding History

SHP Wealth Management’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
2026
Q1 		$4.99K Hold
1,000
– – ﹤0.01% 1070
2025
Q4 		$5.27K Buy
+1,000
New +$5.38K ﹤0.01% 973

Other funds holding EVF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's EVF Position: Q1 2026 in Review

SHP Wealth Management held its Eaton Vance Senior Income Trust (EVF) position steady in Q1 2026 at 1,000 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

SHP Wealth Management first reported a position in EVF in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.27K in Q4 2025. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

  • SHP Wealth Management held 1,000 shares of Eaton Vance Senior Income Trust worth $4.99K as of Q1 2026.
  • SHP Wealth Management left its Eaton Vance Senior Income Trust share count unchanged in Q1 2026.
  • Eaton Vance Senior Income Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1070 holding.
  • SHP Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Eaton Vance Senior Income Trust position peaked at $5.27K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.