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LeClair Wealth Partners’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

LeClair Wealth 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
2026
Q2 		– Sell
-9,698
Closed -$467K – 205
2026
Q1 		$467K Buy
+9,698
New +$475K 0.16% 55

Other funds holding EVLN

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

LeClair Wealth Partners's EVLN Position: Q2 2026 in Review

LeClair Wealth Partners sold out of Eaton Vance Floating-Rate ETF (EVLN) in Q2 2026, closing a stake of 9,698 shares — an estimated $467K sold.

LeClair Wealth Partners first reported a position in EVLN in Q1 2026 and held it in 1 quarter. The position peaked at $467K in Q1 2026. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • LeClair Wealth Partners reported no remaining Eaton Vance Floating-Rate ETF position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 9,698 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $467K.
  • LeClair Wealth Partners first reported a position in Eaton Vance Floating-Rate ETF in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's Eaton Vance Floating-Rate ETF position peaked at $467K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.