LPL Financial
EVLN icon

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
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 		$9.78M 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

TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial's EVLN Position: Q1 2026 in Review

LPL Financial increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 2.8% in Q1 2026, buying an estimated $530K and bringing the position to 401,126 shares worth $19.3M. The position accounts for 0.01% of the portfolio, ranked #1493.

LPL Financial first reported a position in EVLN in Q3 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • LPL Financial held 401,126 shares of Eaton Vance Floating-Rate ETF worth $19.3M as of Q1 2026.
  • LPL Financial bought 10,834 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $530K.
  • Eaton Vance Floating-Rate ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1493 holding.
  • LPL Financial first reported a position in Eaton Vance Floating-Rate ETF in Q3 2024 and has held it in 7 quarters since.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.