Carson Wealth (CWM LLC)’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Carson Wealth (CWM LLC)’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	$1.64K	Buy	+34	New	+$1.66K	﹤0.01%	5319

Other funds holding EVLN

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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 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

Carson Wealth (CWM LLC)'s EVLN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Eaton Vance Floating-Rate ETF (EVLN) in Q1 2026: 34 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #5319 among its holdings.

48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

Carson Wealth (CWM LLC) held 34 shares of Eaton Vance Floating-Rate ETF worth $1.64K as of Q1 2026.
Eaton Vance Floating-Rate ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Eaton Vance Floating-Rate ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5319 holding.
48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.