Focus Partners Wealth
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Focus Partners Wealth’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Focus Partners Wealth’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 		$816K Buy
+16,848
New +$824K ﹤0.01% 1702

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

Focus Partners Wealth's EVLN Position: Q1 2026 in Review

Focus Partners Wealth opened a new position in Eaton Vance Floating-Rate ETF (EVLN) in Q1 2026: 16,848 shares worth $816K. The stake represents ﹤0.01% of the portfolio and ranks #1702 among its holdings.

48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Focus Partners Wealth held 16,848 shares of Eaton Vance Floating-Rate ETF worth $816K as of Q1 2026.
  • Eaton Vance Floating-Rate ETF was a new Focus Partners Wealth position in Q1 2026.
  • Eaton Vance Floating-Rate ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1702 holding.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.