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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
Q1 		$468K Buy
9,720
+3,210
+49% +$157K ﹤0.01% 1023
2025
Q4 		$322K Buy
+6,510
New +$323K ﹤0.01% 1083

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Benjamin Edwards Inc's EVLN Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 49% in Q1 2026, buying an estimated $157K and bringing the position to 9,720 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Benjamin Edwards Inc first reported a position in EVLN in Q4 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Benjamin Edwards Inc held 9,720 shares of Eaton Vance Floating-Rate ETF worth $468K as of Q1 2026.
  • Benjamin Edwards Inc bought 3,210 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $157K.
  • Eaton Vance Floating-Rate ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1023 holding.
  • Benjamin Edwards Inc first reported a position in Eaton Vance Floating-Rate ETF in Q4 2025 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.