Impact Partnership Wealth
EVLN icon

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
Q3 		$3.33M Buy
68,696
+5,853
+9% +$285K 0.29% 46
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

Texas Permanent School Fund
Texas Permanent School Fund Austin, Texas $1.6B AUM 1.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Spartan Wealth Advisory Services LLC
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.25B AUM
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
Eldridge Investment Advisors
Eldridge Investment Advisors Manchester, New Hampshire $510M AUM 12.66% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Founders Financial Alliance
Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return
Perennial Advisors
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Impact Partnership Wealth's EVLN Position: Q3 2026 in Review

Impact Partnership Wealth increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 9.3% in Q3 2026, buying an estimated $285K and bringing the position to 68,696 shares worth $3.33M. The position accounts for 0.29% of the portfolio, ranked #46.

Impact Partnership Wealth first reported a position in EVLN in Q2 2025 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold EVLN as of Q3 2026.

  • Impact Partnership Wealth held 68,696 shares of Eaton Vance Floating-Rate ETF worth $3.33M as of Q3 2026.
  • Impact Partnership Wealth bought 5,853 Eaton Vance Floating-Rate ETF shares in Q3 2026, an estimated $285K.
  • Eaton Vance Floating-Rate ETF made up 0.29% of Impact Partnership Wealth's portfolio in Q3 2026, its #46 holding.
  • Impact Partnership Wealth first reported a position in Eaton Vance Floating-Rate ETF in Q2 2025 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.