Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-83,408
Closed -$4.17M – 1378
2025
Q3 		$4.17M Buy
83,408
+1,736
+2% +$86.8K 0.02% 496
2025
Q2 		$4.07M Sell
81,672
-31,520
-28% -$1.56M 0.02% 482
2025
Q1 		$5.6M Buy
+113,192
New +$5.68M 0.03% 387

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