FFA
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Founders Financial Alliance’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Founders Financial Alliance’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 		$5.5M Sell
114,237
-11,777
-9% -$576K 0.99% 20
2025
Q4 		$6.23M Sell
126,014
-3,724
-3% -$185K 1.18% 14
2025
Q3 		$6.44M Buy
129,738
+11,952
+10% +$597K 1.21% 14
2025
Q2 		$5.87M Buy
+117,786
New +$5.84M 1.34% 12

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 $431B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return