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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
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 $2.7B 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

Gladstone Institutional Advisory's EVLN Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 2.3% in Q1 2026, selling an estimated $12.8K and leaving 11,185 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #526.

Gladstone Institutional Advisory first reported a position in EVLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $579K in Q1 2025. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Gladstone Institutional Advisory held 11,185 shares of Eaton Vance Floating-Rate ETF worth $539K as of Q1 2026.
  • Gladstone Institutional Advisory sold 261 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $12.8K.
  • Eaton Vance Floating-Rate ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #526 holding.
  • Gladstone Institutional Advisory first reported a position in Eaton Vance Floating-Rate ETF in Q4 2024 and has held it in 6 quarters since.
  • Gladstone Institutional Advisory's Eaton Vance Floating-Rate ETF position peaked at $579K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.