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

Founders Financial Securities’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 		$1.24M Sell
25,669
-7,222
-22% -$353K 0.07% 250
2025
Q4 		$1.63M Buy
32,891
+28,823
+709% +$1.43M 0.1% 199
2025
Q3 		$202K Buy
+4,068
New +$203K 0.01% 471

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

Founders Financial Securities's EVLN Position: Q1 2026 in Review

Founders Financial Securities reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 22% in Q1 2026, selling an estimated $353K and leaving 25,669 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #250.

Founders Financial Securities first reported a position in EVLN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q4 2025. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Founders Financial Securities held 25,669 shares of Eaton Vance Floating-Rate ETF worth $1.24M as of Q1 2026.
  • Founders Financial Securities sold 7,222 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $353K.
  • Eaton Vance Floating-Rate ETF made up 0.07% of Founders Financial Securities's portfolio in Q1 2026, its #250 holding.
  • Founders Financial Securities first reported a position in Eaton Vance Floating-Rate ETF in Q3 2025 and has held it in 3 quarters since.
  • Founders Financial Securities's Eaton Vance Floating-Rate ETF position peaked at $1.63M in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.