McCarter Private Wealth Services’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

McCarter Private Wealth Services’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	$4.64M	Buy	+95,726	New	+$4.67M	1.6%	19

Other funds holding EVLN

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Miami, Florida $77.5B AUM 27.94% 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

McCarter Private Wealth Services's EVLN Position: Q2 2026 in Review

McCarter Private Wealth Services opened a new position in Eaton Vance Floating-Rate ETF (EVLN) in Q2 2026: 95,726 shares worth $4.64M. The stake represents 1.6% of the portfolio and ranks #19 among its holdings.

51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

McCarter Private Wealth Services held 95,726 shares of Eaton Vance Floating-Rate ETF worth $4.64M as of Q2 2026.
Eaton Vance Floating-Rate ETF was a new McCarter Private Wealth Services position in Q2 2026.
Eaton Vance Floating-Rate ETF made up 1.6% of McCarter Private Wealth Services's portfolio in Q2 2026, its #19 holding.
51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.