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

Monterey Private Wealth’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	$447K	Buy	+9,033	New	+$454K	0.13%	74

Other funds holding EVLN

TPSF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCP

Shorepoint Capital Partners Norwood, Massachusetts $503M AUM

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

Monterey Private Wealth's EVLN Position: Q1 2025 in Review

Monterey Private Wealth opened a new position in Eaton Vance Floating-Rate ETF (EVLN) in Q1 2025: 9,033 shares worth $447K. The stake represents 0.13% of the portfolio and ranks #74 among its holdings.

30 funds tracked by Wall St. Rank hold EVLN as of Q1 2025.

Monterey Private Wealth held 9,033 shares of Eaton Vance Floating-Rate ETF worth $447K as of Q1 2025.
Eaton Vance Floating-Rate ETF was a new Monterey Private Wealth position in Q1 2025.
Eaton Vance Floating-Rate ETF made up 0.13% of Monterey Private Wealth's portfolio in Q1 2025, its #74 holding.
30 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.