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Atria Wealth Solutions’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$293K Sell
5,856
-15,957
-73% -$791K 0.01% 1165
2025
Q1 		$1.08M Buy
+21,813
New +$1.1M 0.01% 854

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 $1.66T AUM 25.57% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's EVLN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 73% in Q2 2025, selling an estimated $791K and leaving 5,856 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #1165.

Atria Wealth Solutions first reported a position in EVLN in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.08M in Q1 2025. 35 funds tracked by Wall St. Rank hold EVLN as of Q2 2025.

  • Atria Wealth Solutions held 5,856 shares of Eaton Vance Floating-Rate ETF worth $293K as of Q2 2025.
  • Atria Wealth Solutions sold 15,957 Eaton Vance Floating-Rate ETF shares in Q2 2025, an estimated $791K.
  • Eaton Vance Floating-Rate ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1165 holding.
  • Atria Wealth Solutions first reported a position in Eaton Vance Floating-Rate ETF in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's Eaton Vance Floating-Rate ETF position peaked at $1.08M in Q1 2025.
  • 35 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.