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Laurel Wealth Advisors (North Carolina)’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-232
Closed -$11.7K – 749
2024
Q4 		$11.7K Buy
+232
New +$11.7K ﹤0.01% 471

Other funds holding EVLN

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SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LPL Financial
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

Laurel Wealth Advisors (North Carolina)'s EVLN Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Eaton Vance Floating-Rate ETF (EVLN) in Q1 2025, closing a stake of 232 shares — an estimated $11.7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EVLN in Q4 2024 and held it in 1 quarter. The position peaked at $11.7K in Q4 2024. 30 funds tracked by Wall St. Rank hold EVLN as of Q1 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Eaton Vance Floating-Rate ETF position as of Q1 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 232 Eaton Vance Floating-Rate ETF shares in Q1 2025, an estimated $11.7K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Eaton Vance Floating-Rate ETF in Q4 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Eaton Vance Floating-Rate ETF position peaked at $11.7K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.