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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
Q2 		$4.85K Hold
100
– – ﹤0.01% 3813
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 $2.26B 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

IFP Advisors's EVLN Position: Q2 2026 in Review

IFP Advisors held its Eaton Vance Floating-Rate ETF (EVLN) position steady in Q2 2026 at 100 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #3813.

IFP Advisors first reported a position in EVLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.9K in Q3 2025. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • IFP Advisors held 100 shares of Eaton Vance Floating-Rate ETF worth $4.85K as of Q2 2026.
  • IFP Advisors left its Eaton Vance Floating-Rate ETF share count unchanged in Q2 2026.
  • Eaton Vance Floating-Rate ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3813 holding.
  • IFP Advisors first reported a position in Eaton Vance Floating-Rate ETF in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's Eaton Vance Floating-Rate ETF position peaked at $19.9K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.