Creative Planning’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Creative Planning’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	$207K	Buy	4,259 +70	+2%	+$3.41K	﹤0.01%	3853
2026 Q1	$202K	Sell	4,189 -2,572	-38%	-$126K	﹤0.01%	3724
2025 Q4	$335K	Sell	6,761 -1,241	-16%	-$61.6K	﹤0.01%	3168
2025 Q3	$397K	Buy	8,002 +144	+2%	+$7.2K	﹤0.01%	2932
2025 Q2	$392K	Sell	7,858 -1,175	-13%	-$58.2K	﹤0.01%	2678
2025 Q1	$447K	Buy	+9,033	New	+$454K	﹤0.01%	2380

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

Creative Planning's EVLN Position: Q2 2026 in Review

Creative Planning increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 1.7% in Q2 2026, buying an estimated $3.41K and bringing the position to 4,259 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #3853.

Creative Planning first reported a position in EVLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $447K in Q1 2025. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

Creative Planning held 4,259 shares of Eaton Vance Floating-Rate ETF worth $207K as of Q2 2026.
Creative Planning bought 70 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $3.41K.
Eaton Vance Floating-Rate ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3853 holding.
Creative Planning first reported a position in Eaton Vance Floating-Rate ETF in Q1 2025 and has held it in 6 quarters since.
Creative Planning's Eaton Vance Floating-Rate ETF position peaked at $447K in Q1 2025.
51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.