Benjamin Edwards Inc
EVLN icon

Benjamin Edwards Inc’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Benjamin Edwards Inc’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 		$576K Buy
11,874
+2,154
+22% +$105K 0.01% 1002
2026
Q1 		$468K Buy
9,720
+3,210
+49% +$157K ﹤0.01% 1023
2025
Q4 		$322K Buy
+6,510
New +$323K ﹤0.01% 1083

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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
Central Trust Company
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
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

Benjamin Edwards Inc's EVLN Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 22% in Q2 2026, buying an estimated $105K and bringing the position to 11,874 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #1002.

Benjamin Edwards Inc first reported a position in EVLN in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • Benjamin Edwards Inc held 11,874 shares of Eaton Vance Floating-Rate ETF worth $576K as of Q2 2026.
  • Benjamin Edwards Inc bought 2,154 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $105K.
  • Eaton Vance Floating-Rate ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1002 holding.
  • Benjamin Edwards Inc first reported a position in Eaton Vance Floating-Rate ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.