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
Q2 		$881K Buy
18,074
+1,226
+7% +$59.8K ﹤0.01% 1694
2026
Q1 		$816K Buy
+16,848
New +$824K ﹤0.01% 1702

Other funds holding EVLN

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
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

Focus Partners Wealth's EVLN Position: Q2 2026 in Review

Focus Partners Wealth increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 7.3% in Q2 2026, buying an estimated $59.8K and bringing the position to 18,074 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Focus Partners Wealth first reported a position in EVLN in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • Focus Partners Wealth held 18,074 shares of Eaton Vance Floating-Rate ETF worth $881K as of Q2 2026.
  • Focus Partners Wealth bought 1,226 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $59.8K.
  • Eaton Vance Floating-Rate ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1694 holding.
  • Focus Partners Wealth first reported a position in Eaton Vance Floating-Rate ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.