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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
Q2 		– Sell
-7,722
Closed -$372K – 2796
2026
Q1 		$372K Buy
+7,722
New +$378K ﹤0.01% 1261

Other funds holding EVLN

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
EIA
Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

AE Wealth Management's EVLN Position: Q2 2026 in Review

AE Wealth Management sold out of Eaton Vance Floating-Rate ETF (EVLN) in Q2 2026, closing a stake of 7,722 shares — an estimated $372K sold.

AE Wealth Management first reported a position in EVLN in Q1 2026 and held it in 1 quarter. The position peaked at $372K in Q1 2026. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • AE Wealth Management reported no remaining Eaton Vance Floating-Rate ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 7,722 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $372K.
  • AE Wealth Management first reported a position in Eaton Vance Floating-Rate ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's Eaton Vance Floating-Rate ETF position peaked at $372K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.