FFS
EVLN icon

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
Q2 		$1.26M Buy
25,950
+281
+1% +$13.7K 0.06% 269
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 $2.26B 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

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

Founders Financial Securities increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 1.1% in Q2 2026, buying an estimated $13.7K and bringing the position to 25,950 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #269.

Founders Financial Securities first reported a position in EVLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.63M in Q4 2025. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • Founders Financial Securities held 25,950 shares of Eaton Vance Floating-Rate ETF worth $1.26M as of Q2 2026.
  • Founders Financial Securities bought 281 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $13.7K.
  • Eaton Vance Floating-Rate ETF made up 0.06% of Founders Financial Securities's portfolio in Q2 2026, its #269 holding.
  • Founders Financial Securities first reported a position in Eaton Vance Floating-Rate ETF in Q3 2025 and has held it in 4 quarters since.
  • Founders Financial Securities's Eaton Vance Floating-Rate ETF position peaked at $1.63M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.