Sigma Planning Corp’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Sigma Planning Corp’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	$109K	Buy	10,087 +25	+0.2%	+$270	﹤0.01%	1375
2026 Q1	$108K	Buy	10,062 +28	+0.3%	+$312	﹤0.01%	1274
2025 Q4	$113K	Buy	10,034 +28	+0.3%	+$321	﹤0.01%	1256
2025 Q3	$118K	Buy	+10,006	New	+$122K	﹤0.01%	1244
2024 Q2	–	Sell	-10,310	Closed	-$137K	–	1215
2024 Q1	$137K	Buy	+10,310	New	+$135K	﹤0.01%	1165
2020 Q3	–	Sell	-12,046	Closed	-$137K	–	1087
2020 Q2	$137K	Buy	12,046 +71	+0.6%	+$780	0.01%	976
2020 Q1	$123K	Sell	11,975 -1,959	-14%	-$25K	0.01%	835
2019 Q4	$191K	Buy	+13,934	New	+$186K	0.01%	974

Other funds holding EFT

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Sigma Planning Corp's EFT Position: Q2 2026 in Review

Sigma Planning Corp increased its Eaton Vance Floating-Rate Income Trust (EFT) stake by 0.25% in Q2 2026, buying an estimated $270 and bringing the position to 10,087 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Sigma Planning Corp first reported a position in EFT in Q4 2019 and has held it in 8 quarters since. The position peaked at $191K in Q4 2019. 35 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

Sigma Planning Corp held 10,087 shares of Eaton Vance Floating-Rate Income Trust worth $109K as of Q2 2026.
Sigma Planning Corp bought 25 Eaton Vance Floating-Rate Income Trust shares in Q2 2026, an estimated $270.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1375 holding.
Sigma Planning Corp first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2019 and has held it in 8 quarters since.
Sigma Planning Corp's Eaton Vance Floating-Rate Income Trust position peaked at $191K in Q4 2019.
35 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.