LPL Financial’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

LPL Financial’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 Q3	$21.2M	Buy	437,881 +33,669	+8%	+$1.64M	﹤0.01%	1580
2026 Q2	$19.6M	Buy	404,212 +3,086	+0.8%	+$150K	﹤0.01%	1585
2026 Q1	$19.3M	Buy	401,126 +10,834	+3%	+$530K	0.01%	1493
2025 Q4	$19.3M	Buy	390,292 +102,724	+36%	+$5.1M	0.01%	1430
2025 Q3	$14.3M	Buy	287,568 +91,347	+47%	+$4.57M	﹤0.01%	1589
2025 Q2	$9.8M	Buy	196,221 +85,369	+77%	+$4.23M	﹤0.01%	1739
2025 Q1	$5.48M	Buy	110,852 +50,992	+85%	+$2.56M	﹤0.01%	2075
2024 Q4	$3.01M	Buy	59,860 +30,496	+104%	+$1.54M	﹤0.01%	2494
2024 Q3	$1.47M	Buy	+29,364	New	+$1.48M	﹤0.01%	3020

Other funds holding EVLN

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

McCarter Private Wealth Services Boston, Massachusetts $295M AUM 25.21% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

QTR Family Wealth Lake Mary, Florida $270M AUM 34.3% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial's EVLN Position: Q3 2026 in Review

LPL Financial increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 8.3% in Q3 2026, buying an estimated $1.64M and bringing the position to 437,881 shares worth $21.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

LPL Financial first reported a position in EVLN in Q3 2024 and has held it in 9 quarters since. 26 funds tracked by Wall St. Rank hold EVLN as of Q3 2026.

LPL Financial held 437,881 shares of Eaton Vance Floating-Rate ETF worth $21.2M as of Q3 2026.
LPL Financial bought 33,669 Eaton Vance Floating-Rate ETF shares in Q3 2026, an estimated $1.64M.
Eaton Vance Floating-Rate ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1580 holding.
LPL Financial first reported a position in Eaton Vance Floating-Rate ETF in Q3 2024 and has held it in 9 quarters since.
26 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.