Ameriprise
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Ameriprise’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Ameriprise’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 		$29.1M Buy
604,744
+19,914
+3% +$974K 0.01% 1167
2025
Q4 		$28.9M Buy
584,830
+32,509
+6% +$1.61M 0.01% 1162
2025
Q3 		$27.4M Buy
+552,321
New +$27.6M 0.01% 1196

Other funds holding EVLN

TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise's EVLN Position: Q1 2026 in Review

Ameriprise increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 3.4% in Q1 2026, buying an estimated $974K and bringing the position to 604,744 shares worth $29.1M. The position accounts for 0.01% of the portfolio, ranked #1167.

Ameriprise first reported a position in EVLN in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Ameriprise held 604,744 shares of Eaton Vance Floating-Rate ETF worth $29.1M as of Q1 2026.
  • Ameriprise bought 19,914 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $974K.
  • Eaton Vance Floating-Rate ETF made up 0.01% of Ameriprise's portfolio in Q1 2026, its #1167 holding.
  • Ameriprise first reported a position in Eaton Vance Floating-Rate ETF in Q3 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.