Eldridge Investment Advisors’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Eldridge Investment Advisors’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	$8.65M	Sell	179,581 -10,401	-5%	-$509K	1.9%	17
2025 Q4	$9.4M	Buy	189,982 +1,102	+0.6%	+$54.7K	2.07%	15
2025 Q3	$9.38M	Sell	188,880 -15,329	-8%	-$766K	2.14%	15
2025 Q2	$10.2M	Buy	204,209 +111,370	+120%	+$5.52M	2.13%	11
2025 Q1	$4.59M	Buy	92,839 +33,702	+57%	+$1.69M	1.06%	27
2024 Q4	$2.98M	Buy	59,137 +34,850	+143%	+$1.76M	0.69%	34
2024 Q3	$1.22M	Buy	+24,287	New	+$1.22M	0.29%	68

Other funds holding EVLN

TPSF

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

Morgan Stanley New York $1.66T 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OWP

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

FFA

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Eldridge Investment Advisors's EVLN Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 5.5% in Q1 2026, selling an estimated $509K and leaving 179,581 shares worth $8.65M. The position accounts for 1.9% of the portfolio, ranked #17.

Eldridge Investment Advisors first reported a position in EVLN in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.2M in Q2 2025. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

Eldridge Investment Advisors held 179,581 shares of Eaton Vance Floating-Rate ETF worth $8.65M as of Q1 2026.
Eldridge Investment Advisors sold 10,401 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $509K.
Eaton Vance Floating-Rate ETF made up 1.9% of Eldridge Investment Advisors's portfolio in Q1 2026, its #17 holding.
Eldridge Investment Advisors first reported a position in Eaton Vance Floating-Rate ETF in Q3 2024 and has held it in 7 quarters since.
Eldridge Investment Advisors's Eaton Vance Floating-Rate ETF position peaked at $10.2M in Q2 2025.
48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.