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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
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 $2.7B 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

Fortitude Advisory Group's EVLN Position: Q1 2026 in Review

Fortitude Advisory Group increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 4.7% in Q1 2026, buying an estimated $11.7K and bringing the position to 5,316 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #172.

Fortitude Advisory Group first reported a position in EVLN in Q4 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Fortitude Advisory Group held 5,316 shares of Eaton Vance Floating-Rate ETF worth $256K as of Q1 2026.
  • Fortitude Advisory Group bought 240 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $11.7K.
  • Eaton Vance Floating-Rate ETF made up 0.12% of Fortitude Advisory Group's portfolio in Q1 2026, its #172 holding.
  • Fortitude Advisory Group first reported a position in Eaton Vance Floating-Rate ETF in Q4 2025 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.