IFP Advisors
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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
Q3 		– Sell
-100
Closed -$4.85K – 5409
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

Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Perennial Advisors
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
McCarter Private Wealth Services
McCarter Private Wealth Services Boston, Massachusetts $295M AUM 25.21% 1-Year Est. Return
Impact Partnership Wealth
Impact Partnership Wealth Marietta, Georgia $1.14B AUM 10.21% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

IFP Advisors's EVLN Position: Q3 2026 in Review

IFP Advisors sold out of Eaton Vance Floating-Rate ETF (EVLN) in Q3 2026, closing a stake of 100 shares — an estimated $4.85K sold.

IFP Advisors first reported a position in EVLN in Q3 2025 and held it in 4 quarters. The position peaked at $19.9K in Q3 2025. 28 funds tracked by Wall St. Rank hold EVLN as of Q3 2026.

  • IFP Advisors reported no remaining Eaton Vance Floating-Rate ETF position as of Q3 2026 after selling out during the quarter.
  • IFP Advisors sold 100 Eaton Vance Floating-Rate ETF shares in Q3 2026, an estimated $4.85K.
  • IFP Advisors first reported a position in Eaton Vance Floating-Rate ETF in Q3 2025 and held it in 4 quarters.
  • IFP Advisors's Eaton Vance Floating-Rate ETF position peaked at $19.9K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.