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 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 $2.7B 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

Commonwealth Equity Services's EVLN Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 40% in Q1 2026, selling an estimated $786K and leaving 24,442 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Commonwealth Equity Services first reported a position in EVLN in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.23M in Q3 2025. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

Commonwealth Equity Services held 24,442 shares of Eaton Vance Floating-Rate ETF worth $1.18M as of Q1 2026.
Commonwealth Equity Services sold 16,070 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $786K.
Eaton Vance Floating-Rate ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2473 holding.
Commonwealth Equity Services first reported a position in Eaton Vance Floating-Rate ETF in Q1 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's Eaton Vance Floating-Rate ETF position peaked at $2.23M in Q3 2025.
48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.