Wealth Enhancement Advisory Services
EFR

Wealth Enhancement Advisory Services’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$145K Buy
13,668
+10
+0.1% +$105 ﹤0.01% 3707
2026
Q1 		$141K Sell
13,658
-673
-5% -$7.31K ﹤0.01% 3240
2025
Q4 		$160K Sell
14,331
-100
-0.7% -$1.12K ﹤0.01% 3334
2025
Q3 		$164K Sell
14,431
-400
-3% -$4.71K ﹤0.01% 3207
2025
Q2 		$180K Hold
14,831
– – ﹤0.01% 3019
2025
Q1 		$182K Sell
14,831
-2,000
-12% -$25.7K ﹤0.01% 2651
2024
Q4 		$215K Sell
16,831
-4,957
-23% -$63.7K ﹤0.01% 2640
2024
Q3 		$278K Sell
21,788
-5,946
-21% -$76.6K ﹤0.01% 2231
2024
Q2 		$363K Buy
27,734
+3,901
+16% +$51.1K ﹤0.01% 1847
2024
Q1 		$311K Buy
23,833
+50
+0.2% +$649 ﹤0.01% 1899
2023
Q4 		$301K Buy
23,783
+3,052
+15% +$37.2K ﹤0.01% 1807
2023
Q3 		$251K Buy
+20,731
New +$250K ﹤0.01% 1850

Other funds holding EFR

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

Wealth Enhancement Advisory Services's EFR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 0.07% in Q2 2026, buying an estimated $105 and bringing the position to 13,668 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

Wealth Enhancement Advisory Services first reported a position in EFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $363K in Q2 2024. 11 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,668 shares of Eaton Vance Senior Floating-Rate Fund worth $145K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $105.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3707 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Eaton Vance Senior Floating-Rate Fund position peaked at $363K in Q2 2024.
  • 11 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.