Waverly Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Waverly Advisors’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
2024 Q4	–	Sell	-25,070	Closed	-$323K	–	990
2024 Q3	$323K	Hold	25,070	–	–	0.01%	668
2024 Q2	$336K	Hold	25,070	–	–	0.01%	640
2024 Q1	$334K	Hold	25,070	–	–	0.01%	546
2023 Q4	$315K	Hold	25,070	–	–	0.01%	352
2023 Q3	$309K	Hold	25,070	–	–	0.01%	319
2023 Q2	$293K	Buy	25,070 +4,000	+19%	+$45.8K	0.01%	302
2023 Q1	$243K	Buy	+21,070	New	+$246K	0.01%	262

Other funds holding EFT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors's EFT Position: Q4 2024 in Review

Waverly Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2024, closing a stake of 25,070 shares — an estimated $323K sold.

Waverly Advisors first reported a position in EFT in Q1 2023 and held it in 7 quarters. The position peaked at $336K in Q2 2024. 74 funds tracked by Wall St. Rank hold EFT as of Q4 2024.

Waverly Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2024 after selling out during the quarter.
Waverly Advisors sold 25,070 Eaton Vance Floating-Rate Income Trust shares in Q4 2024, an estimated $323K.
Waverly Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2023 and held it in 7 quarters.
Waverly Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $336K in Q2 2024.
74 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.