Wealthspire Advisors (New York)’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$109K	Sell	10,195 -5,224	-34%	-$58.1K	﹤0.01%	892
2025 Q4	$174K	Sell	15,419 -8,800	-36%	-$101K	﹤0.01%	984
2025 Q3	$285K	Buy	+24,219	New	+$295K	﹤0.01%	692
2022 Q4	–	Sell	-10,754	Closed	-$122K	–	587
2022 Q3	$122K	Sell	10,754 -8,500	-44%	-$103K	﹤0.01%	493
2022 Q2	$227K	Sell	19,254 -25,000	-56%	-$311K	﹤0.01%	455
2022 Q1	$585K	Sell	44,254 -18,500	-29%	-$259K	0.01%	249
2021 Q4	$946K	Buy	62,754 +4,242	+7%	+$63.2K	0.02%	234
2021 Q3	$853K	Hold	58,512	–	–	0.02%	275
2021 Q2	$842K	Buy	58,512 +16,312	+39%	+$232K	0.02%	179
2021 Q1	$595K	Buy	+42,200	New	+$584K	0.01%	352
2020 Q2	–	Sell	-37,765	Closed	-$387K	–	344
2020 Q1	$387K	Buy	+37,765	New	+$483K	0.02%	334

Other funds holding EFT

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

AAM

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Wealthspire Advisors (New York)'s EFT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Eaton Vance Floating-Rate Income Trust (EFT) stake by 34% in Q1 2026, selling an estimated $58.1K and leaving 10,195 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Wealthspire Advisors (New York) first reported a position in EFT in Q1 2020 and has held it in 11 quarters since. The position peaked at $946K in Q4 2021. 86 funds tracked by Wall St. Rank hold EFT as of Q1 2026.

Wealthspire Advisors (New York) held 10,195 shares of Eaton Vance Floating-Rate Income Trust worth $109K as of Q1 2026.
Wealthspire Advisors (New York) sold 5,224 Eaton Vance Floating-Rate Income Trust shares in Q1 2026, an estimated $58.1K.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #892 holding.
Wealthspire Advisors (New York) first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2020 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s Eaton Vance Floating-Rate Income Trust position peaked at $946K in Q4 2021.
86 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.