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Fortitude Advisory Group’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Fortitude Advisory Group’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 		$237K Sell
4,891
-425
-8% -$20.7K 0.09% 196
2026
Q1 		$256K Buy
5,316
+240
+5% +$11.7K 0.12% 172
2025
Q4 		$251K Buy
+5,076
New +$252K 0.11% 166

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

Fortitude Advisory Group's EVLN Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 8% in Q2 2026, selling an estimated $20.7K and leaving 4,891 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #196.

Fortitude Advisory Group first reported a position in EVLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • Fortitude Advisory Group held 4,891 shares of Eaton Vance Floating-Rate ETF worth $237K as of Q2 2026.
  • Fortitude Advisory Group sold 425 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $20.7K.
  • Eaton Vance Floating-Rate ETF made up 0.09% of Fortitude Advisory Group's portfolio in Q2 2026, its #196 holding.
  • Fortitude Advisory Group first reported a position in Eaton Vance Floating-Rate ETF in Q4 2025 and has held it in 3 quarters since.
  • Fortitude Advisory Group's Eaton Vance Floating-Rate ETF position peaked at $256K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.