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Gladstone Institutional Advisory’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Gladstone Institutional Advisory’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 		$536K Sell
11,041
-144
-1% -$7.02K 0.02% 570
2026
Q1 		$539K Sell
11,185
-261
-2% -$12.8K 0.02% 526
2025
Q4 		$566K Sell
11,446
-29
-0.3% -$1.44K 0.02% 475
2025
Q3 		$570K Buy
11,475
+21
+0.2% +$1.05K 0.02% 483
2025
Q2 		$571K Sell
11,454
-254
-2% -$12.6K 0.02% 462
2025
Q1 		$579K Buy
11,708
+3,269
+39% +$164K 0.03% 432
2024
Q4 		$425K Buy
+8,439
New +$426K 0.02% 506

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

Gladstone Institutional Advisory's EVLN Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 1.3% in Q2 2026, selling an estimated $7.02K and leaving 11,041 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #570.

Gladstone Institutional Advisory first reported a position in EVLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $579K in Q1 2025. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • Gladstone Institutional Advisory held 11,041 shares of Eaton Vance Floating-Rate ETF worth $536K as of Q2 2026.
  • Gladstone Institutional Advisory sold 144 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $7.02K.
  • Eaton Vance Floating-Rate ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #570 holding.
  • Gladstone Institutional Advisory first reported a position in Eaton Vance Floating-Rate ETF in Q4 2024 and has held it in 7 quarters since.
  • Gladstone Institutional Advisory's Eaton Vance Floating-Rate ETF position peaked at $579K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.