CX Institutional
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CX Institutional’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

CX Institutional’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
Q3 		$73K Buy
+1,498
New +$73K ﹤0.01% 943

Other funds holding EVLN

PA
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

CX Institutional's EVLN Position: Q3 2026 in Review

CX Institutional opened a new position in Eaton Vance Floating-Rate ETF (EVLN) in Q3 2026: 1,498 shares worth $73K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings.

5 funds tracked by Wall St. Rank hold EVLN as of Q3 2026.

  • CX Institutional held 1,498 shares of Eaton Vance Floating-Rate ETF worth $73K as of Q3 2026.
  • Eaton Vance Floating-Rate ETF was a new CX Institutional position in Q3 2026.
  • Eaton Vance Floating-Rate ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #943 holding.
  • 5 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.