Creative Planning
EVLN icon

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
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 $2.7B 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

Creative Planning's EVLN Position: Q1 2026 in Review

Creative Planning reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 38% in Q1 2026, selling an estimated $126K and leaving 4,189 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #3724.

Creative Planning first reported a position in EVLN in Q1 2025 and has held it in 5 quarters since. The position peaked at $447K in Q1 2025. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Creative Planning held 4,189 shares of Eaton Vance Floating-Rate ETF worth $202K as of Q1 2026.
  • Creative Planning sold 2,572 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $126K.
  • Eaton Vance Floating-Rate ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3724 holding.
  • Creative Planning first reported a position in Eaton Vance Floating-Rate ETF in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's Eaton Vance Floating-Rate ETF position peaked at $447K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.