SPIA
EFT

Steward Partners Investment Advisory’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-4,587
Closed -$54K – 4360
2025
Q3 		$54K Buy
4,587
+4,554
+13,800% +$55.5K ﹤0.01% 2568
2025
Q2 		$412 Buy
+33
New +$399 ﹤0.01% 3976
2024
Q4 		– Sell
-31
Closed -$399 – 4005
2024
Q3 		$399 Hold
31
– – ﹤0.01% 3622
2024
Q2 		$416 Hold
31
– – ﹤0.01% 3486
2024
Q1 		$413 Sell
31
-282
-90% -$3.7K ﹤0.01% 3440
2023
Q4 		$3.93K Sell
313
-548
-64% -$6.69K ﹤0.01% 3053
2023
Q3 		$10.6K Sell
861
-1,142
-57% -$13.8K ﹤0.01% 2578
2023
Q2 		$23.4K Sell
2,003
-1,217
-38% -$13.9K ﹤0.01% 2213
2023
Q1 		$37.1K Sell
3,220
-24
-0.7% -$280 ﹤0.01% 1982
2022
Q4 		$36K Hold
3,244
– – ﹤0.01% 1968
2022
Q3 		$37K Sell
3,244
-1,080
-25% -$13K ﹤0.01% 1929
2022
Q2 		$51K Buy
+4,324
New +$53.9K ﹤0.01% 1795
2021
Q3 		– Sell
-600
Closed -$9K – 3215
2021
Q2 		$9K Sell
600
-4,600
-88% -$65.5K ﹤0.01% 6249
2021
Q1 		$73.3K Buy
5,200
+4,600
+767% +$63.7K ﹤0.01% 1786
2020
Q4 		$8K Hold
600
– – ﹤0.01% 2377
2020
Q3 		$7K Sell
600
-1,000
-63% -$11.8K ﹤0.01% 2250
2020
Q2 		$18K Buy
1,600
+600
+60% +$6.59K ﹤0.01% 1808
2020
Q1 		$10K Hold
1,000
– – ﹤0.01% 1852
2019
Q4 		$13K Hold
1,000
– – ﹤0.01% 1913
2019
Q3 		$13K Hold
1,000
– – ﹤0.01% 1878
2019
Q2 		$13K Buy
+1,000
New +$13.5K ﹤0.01% 1868
2018
Q4 		– Sell
-2,375
Closed -$35K – 1128
2018
Q3 		$35K Buy
2,375
+175
+8% +$2.57K ﹤0.01% 1327
2018
Q2 		$32K Hold
2,200
– – ﹤0.01% 1272
2018
Q1 		$32K Hold
2,200
– – ﹤0.01% 1161
2017
Q4 		$31K Buy
2,200
+200
+10% +$2.88K ﹤0.01% 984
2017
Q3 		$29K Buy
2,000
+1,000
+100% +$14.9K ﹤0.01% 840
2017
Q2 		$15K Buy
+1,000
New +$15.1K ﹤0.01% 943

Other funds holding EFT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Steward Partners Investment Advisory's EFT Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2025, closing a stake of 4,587 shares — an estimated $54K sold.

Steward Partners Investment Advisory first reported a position in EFT in Q2 2017 and held it in 27 quarters. The position peaked at $73.3K in Q1 2021. 93 funds tracked by Wall St. Rank hold EFT as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,587 Eaton Vance Floating-Rate Income Trust shares in Q4 2025, an estimated $54K.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2017 and held it in 27 quarters.
  • Steward Partners Investment Advisory's Eaton Vance Floating-Rate Income Trust position peaked at $73.3K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.