Impact Partnership Wealth’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Impact Partnership Wealth’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	$3.05M	Buy	62,843 +14,392	+30%	+$702K	0.3%	38
2026 Q1	$2.33M	Buy	48,451 +9,748	+25%	+$477K	0.29%	42
2025 Q4	$1.91M	Buy	38,703 +10,463	+37%	+$519K	0.25%	42
2025 Q3	$1.4M	Buy	28,240 +15,405	+120%	+$770K	0.21%	61
2025 Q2	$640K	Buy	+12,835	New	+$636K	0.12%	103

Other funds holding EVLN

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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

Impact Partnership Wealth's EVLN Position: Q2 2026 in Review

Impact Partnership Wealth increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 30% in Q2 2026, buying an estimated $702K and bringing the position to 62,843 shares worth $3.05M. The position accounts for 0.3% of the portfolio, ranked #38.

Impact Partnership Wealth first reported a position in EVLN in Q2 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

Impact Partnership Wealth held 62,843 shares of Eaton Vance Floating-Rate ETF worth $3.05M as of Q2 2026.
Impact Partnership Wealth bought 14,392 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $702K.
Eaton Vance Floating-Rate ETF made up 0.3% of Impact Partnership Wealth's portfolio in Q2 2026, its #38 holding.
Impact Partnership Wealth first reported a position in Eaton Vance Floating-Rate ETF in Q2 2025 and has held it in 5 quarters since.
51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.