Commonwealth Equity Services’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Commonwealth Equity Services’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	$1.21M	Buy	24,853 +411	+2%	+$20K	﹤0.01%	2566
2026 Q1	$1.18M	Sell	24,442 -16,070	-40%	-$786K	﹤0.01%	2473
2025 Q4	$2M	Sell	40,512 -4,413	-10%	-$219K	﹤0.01%	1985
2025 Q3	$2.23M	Buy	44,925 +993	+2%	+$49.6K	﹤0.01%	1912
2025 Q2	$2.19M	Buy	43,932 +12,674	+41%	+$628K	﹤0.01%	1910
2025 Q1	$1.55M	Buy	31,258 +8,118	+35%	+$408K	﹤0.01%	2111
2024 Q4	$1.17M	Buy	23,140 +290	+1%	+$14.6K	﹤0.01%	2280
2024 Q3	$1.15M	Sell	22,850 -4,807	-17%	-$242K	﹤0.01%	2236
2024 Q2	$1.39M	Buy	27,657 +567	+2%	+$28.7K	﹤0.01%	2042
2024 Q1	$1.37M	Buy	+27,090	New	+$1.36M	﹤0.01%	2031

Other funds holding EVLN

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

CTC

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

OWP

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

Commonwealth Equity Services's EVLN Position: Q2 2026 in Review

Commonwealth Equity Services increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 1.7% in Q2 2026, buying an estimated $20K and bringing the position to 24,853 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Commonwealth Equity Services first reported a position in EVLN in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.23M in Q3 2025. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

Commonwealth Equity Services held 24,853 shares of Eaton Vance Floating-Rate ETF worth $1.21M as of Q2 2026.
Commonwealth Equity Services bought 411 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $20K.
Eaton Vance Floating-Rate ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2566 holding.
Commonwealth Equity Services first reported a position in Eaton Vance Floating-Rate ETF in Q1 2024 and has held it in 10 quarters since.
Commonwealth Equity Services's Eaton Vance Floating-Rate ETF position peaked at $2.23M in Q3 2025.
51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.