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Gateway Wealth Partners’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Gateway Wealth Partners’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 		– Sell
-22,549
Closed -$1.12M – 933
2025
Q4 		$1.12M Sell
22,549
-23,768
-51% -$1.18M 0.12% 168
2025
Q3 		$2.3M Buy
46,317
+4,511
+11% +$225K 0.31% 85
2025
Q2 		$2.08M Sell
41,806
-2,212
-5% -$110K 0.4% 70
2025
Q1 		$2.18M Buy
+44,018
New +$2.21M 0.49% 60

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

Gateway Wealth Partners's EVLN Position: Q1 2026 in Review

Gateway Wealth Partners sold out of Eaton Vance Floating-Rate ETF (EVLN) in Q1 2026, closing a stake of 22,549 shares — an estimated $1.12M sold.

Gateway Wealth Partners first reported a position in EVLN in Q1 2025 and held it in 4 quarters. The position peaked at $2.3M in Q3 2025. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Gateway Wealth Partners reported no remaining Eaton Vance Floating-Rate ETF position as of Q1 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 22,549 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $1.12M.
  • Gateway Wealth Partners first reported a position in Eaton Vance Floating-Rate ETF in Q1 2025 and held it in 4 quarters.
  • Gateway Wealth Partners's Eaton Vance Floating-Rate ETF position peaked at $2.3M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.