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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
Q2 		$5.36M Sell
110,537
-3,700
-3% -$180K 0.71% 31
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 $2.26B 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
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

Founders Financial Alliance's EVLN Position: Q2 2026 in Review

Founders Financial Alliance reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 3.2% in Q2 2026, selling an estimated $180K and leaving 110,537 shares worth $5.36M. The position accounts for 0.71% of the portfolio, ranked #31.

Founders Financial Alliance first reported a position in EVLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.44M in Q3 2025. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • Founders Financial Alliance held 110,537 shares of Eaton Vance Floating-Rate ETF worth $5.36M as of Q2 2026.
  • Founders Financial Alliance sold 3,700 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $180K.
  • Eaton Vance Floating-Rate ETF made up 0.71% of Founders Financial Alliance's portfolio in Q2 2026, its #31 holding.
  • Founders Financial Alliance first reported a position in Eaton Vance Floating-Rate ETF in Q2 2025 and has held it in 5 quarters since.
  • Founders Financial Alliance's Eaton Vance Floating-Rate ETF position peaked at $6.44M in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.