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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Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Kovitz Investment Group Partners's EVLN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Eaton Vance Floating-Rate ETF (EVLN) in Q4 2025, closing a stake of 83,408 shares — an estimated $4.17M sold.

Kovitz Investment Group Partners first reported a position in EVLN in Q1 2025 and held it in 3 quarters. The position peaked at $5.6M in Q1 2025. 48 funds tracked by Wall St. Rank hold EVLN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Eaton Vance Floating-Rate ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 83,408 Eaton Vance Floating-Rate ETF shares in Q4 2025, an estimated $4.17M.
  • Kovitz Investment Group Partners first reported a position in Eaton Vance Floating-Rate ETF in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Eaton Vance Floating-Rate ETF position peaked at $5.6M in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.