Independent Advisor Alliance’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Independent Advisor Alliance’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
2025 Q1	–	Sell	-23,653	Closed	-$1.19M	–	1397
2024 Q4	$1.19M	Buy	+23,653	New	+$1.19M	0.02%	674

Other funds holding EVLN

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCP

Shorepoint Capital Partners Norwood, Massachusetts $503M AUM

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Independent Advisor Alliance's EVLN Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Eaton Vance Floating-Rate ETF (EVLN) in Q1 2025, closing a stake of 23,653 shares — an estimated $1.19M sold.

Independent Advisor Alliance first reported a position in EVLN in Q4 2024 and held it in 1 quarter. The position peaked at $1.19M in Q4 2024. 30 funds tracked by Wall St. Rank hold EVLN as of Q1 2025.

Independent Advisor Alliance reported no remaining Eaton Vance Floating-Rate ETF position as of Q1 2025 after selling out during the quarter.
Independent Advisor Alliance sold 23,653 Eaton Vance Floating-Rate ETF shares in Q1 2025, an estimated $1.19M.
Independent Advisor Alliance first reported a position in Eaton Vance Floating-Rate ETF in Q4 2024 and held it in 1 quarter.
Independent Advisor Alliance's Eaton Vance Floating-Rate ETF position peaked at $1.19M in Q4 2024.
30 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.