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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
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 $2.7B 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

Impact Partnership Wealth's EVLN Position: Q1 2026 in Review

Impact Partnership Wealth increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 25% in Q1 2026, buying an estimated $477K and bringing the position to 48,451 shares worth $2.33M. The position accounts for 0.29% of the portfolio, ranked #42.

Impact Partnership Wealth first reported a position in EVLN in Q2 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Impact Partnership Wealth held 48,451 shares of Eaton Vance Floating-Rate ETF worth $2.33M as of Q1 2026.
  • Impact Partnership Wealth bought 9,748 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $477K.
  • Eaton Vance Floating-Rate ETF made up 0.29% of Impact Partnership Wealth's portfolio in Q1 2026, its #42 holding.
  • Impact Partnership Wealth first reported a position in Eaton Vance Floating-Rate ETF in Q2 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.