Spire Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Spire Wealth Management’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	–	Sell	-330	Closed	-$3.54K	–	2272
2026 Q1	$3.54K	Hold	330	–	–	﹤0.01%	1916
2025 Q4	$3.73K	Hold	330	–	–	﹤0.01%	1973
2025 Q3	$3.88K	Hold	330	–	–	﹤0.01%	2019
2025 Q2	$4.12K	Hold	330	–	–	﹤0.01%	2007
2025 Q1	$4.14K	Hold	330	–	–	﹤0.01%	2110
2024 Q4	$4.23K	Hold	330	–	–	﹤0.01%	2088
2024 Q3	$4.25K	Hold	330	–	–	﹤0.01%	1854
2024 Q2	$4.43K	Hold	330	–	–	﹤0.01%	1855
2024 Q1	$4.39K	Hold	330	–	–	﹤0.01%	1958
2023 Q4	$4.23K	Hold	330	–	–	﹤0.01%	2003
2023 Q3	$4.06K	Hold	330	–	–	﹤0.01%	1982
2023 Q2	$3.85K	Hold	330	–	–	﹤0.01%	2070
2023 Q1	$3.8K	Hold	330	–	–	﹤0.01%	2100
2022 Q4	$4K	Hold	330	–	–	﹤0.01%	1880
2022 Q3	$4K	Hold	330	–	–	﹤0.01%	1782
2022 Q2	$4K	Hold	330	–	–	﹤0.01%	2181
2022 Q1	$4K	Hold	330	–	–	﹤0.01%	2275
2021 Q4	$5K	Hold	330	–	–	﹤0.01%	2553
2021 Q3	$5K	Hold	330	–	–	﹤0.01%	2270
2021 Q2	$5K	Hold	330	–	–	﹤0.01%	2303
2021 Q1	$5K	Buy	+330	New	+$4.57K	﹤0.01%	2621

Other funds holding EFT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

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

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

Spire Wealth Management's EFT Position: Q2 2026 in Review

Spire Wealth Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2026, closing a stake of 330 shares — an estimated $3.54K sold.

Spire Wealth Management first reported a position in EFT in Q1 2021 and held it in 21 quarters. The position peaked at $5K in Q4 2021. 81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

Spire Wealth Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 330 Eaton Vance Floating-Rate Income Trust shares in Q2 2026, an estimated $3.54K.
Spire Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2021 and held it in 21 quarters.
Spire Wealth Management's Eaton Vance Floating-Rate Income Trust position peaked at $5K in Q4 2021.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.