AE Wealth Management’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

AE Wealth Management’s Portfolio EVLN Stock Details EVLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$372K	Buy	+7,722	New	+$378K	﹤0.01%	1261

Other funds holding EVLN

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

AE Wealth Management's EVLN Position: Q1 2026 in Review

AE Wealth Management opened a new position in Eaton Vance Floating-Rate ETF (EVLN) in Q1 2026: 7,722 shares worth $372K. The stake represents ﹤0.01% of the portfolio and ranks #1261 among its holdings.

48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

AE Wealth Management held 7,722 shares of Eaton Vance Floating-Rate ETF worth $372K as of Q1 2026.
Eaton Vance Floating-Rate ETF was a new AE Wealth Management position in Q1 2026.
Eaton Vance Floating-Rate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1261 holding.
48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.