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Tactive Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Tactive Advisors’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$130K Buy
+12,532
New +$132K 0.03% 260
2024
Q1 		$663K Buy
50,866
+6,771
+15% +$88K 0.35% 58
2023
Q4 		$558K Sell
44,095
-2,368
-5% -$28.9K 0.36% 40
2023
Q3 		$563K Buy
46,463
+1,548
+3% +$18.6K 0.49% 33
2023
Q2 		$528K Buy
44,915
+13,244
+42% +$151K 0.4% 35
2023
Q1 		$359K Buy
+31,671
New +$368K 0.27% 40

Other funds holding EFR

GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tactive Advisors's EFR Position: Q3 2026 in Review

Tactive Advisors opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q3 2026: 12,532 shares worth $130K. The stake represents 0.03% of the portfolio and ranks #260 among its holdings. This is a return to the name: Tactive Advisors previously reported a position in EFR as recently as Q1 2024.

Tactive Advisors first reported a position in EFR in Q1 2023 and has held it in 6 quarters since. The position peaked at $663K in Q1 2024. 7 funds tracked by Wall St. Rank hold EFR as of Q3 2026.

  • Tactive Advisors held 12,532 shares of Eaton Vance Senior Floating-Rate Fund worth $130K as of Q3 2026.
  • Eaton Vance Senior Floating-Rate Fund was a new Tactive Advisors position in Q3 2026.
  • Eaton Vance Senior Floating-Rate Fund made up 0.03% of Tactive Advisors's portfolio in Q3 2026, its #260 holding.
  • Tactive Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2023 and has held it in 6 quarters since.
  • Tactive Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $663K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.