RETIREMENT PLANNING GROUP, LLC / NY

Pension

Position in EFT — Eaton Vance Floating-Rate Income Trust

CIK 2057004 MALTA, NY

Position in EFT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$197,434

-$89,271 QoQ

Shares Held

18,281

-31.6% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#50

of 82 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RETIREMENT PLANNING GROUP, LLC / NY holds $7,448,562 across 4 Asset Management names. EFT ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCE	Nuveen Core Equity Alpha Fund	250,109	$4,091,783
2	PDI	PIMCO Dynamic Income Fund	158,117	$2,640,553
3	ADX	Adams Diversified Equity Fund, Inc.	20,305	$518,792
4	EFT	Eaton Vance Floating-Rate Income Trust This page	18,281	$197,434

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$197,434	18,281	-31.6%	Shares	Sole	2026-08-07
2026-03-31	$286,705	26,720	+2.2%	Shares	Sole	2026-04-21
2025-12-31	$295,064	26,135	+2.2%	Shares	Sole	2026-02-02
2025-09-30	$300,900	25,565	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.