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IFP Advisors’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

IFP Advisors’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 		$4.82K Hold
100
– – ﹤0.01% 3550
2025
Q4 		$4.95K Sell
100
-301
-75% -$14.9K ﹤0.01% 3416
2025
Q3 		$19.9K Buy
+401
New +$20K ﹤0.01% 2577

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

IFP Advisors's EVLN Position: Q1 2026 in Review

IFP Advisors held its Eaton Vance Floating-Rate ETF (EVLN) position steady in Q1 2026 at 100 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3550.

IFP Advisors first reported a position in EVLN in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.9K in Q3 2025. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • IFP Advisors held 100 shares of Eaton Vance Floating-Rate ETF worth $4.82K as of Q1 2026.
  • IFP Advisors left its Eaton Vance Floating-Rate ETF share count unchanged in Q1 2026.
  • Eaton Vance Floating-Rate ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3550 holding.
  • IFP Advisors first reported a position in Eaton Vance Floating-Rate ETF in Q3 2025 and has held it in 3 quarters since.
  • IFP Advisors's Eaton Vance Floating-Rate ETF position peaked at $19.9K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.