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New England Capital Financial Advisors’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

New England Capital Financial Advisors’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 		– Sell
-60,661
Closed -$3M – 442
2025
Q4 		$3M Sell
60,661
-8,571
-12% -$425K 1.17% 18
2025
Q3 		$3.44M Buy
+69,232
New +$3.46M 1.46% 15

Other funds holding EVLN

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 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
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 $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 $2.44B AUM 24.34% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

New England Capital Financial Advisors's EVLN Position: Q1 2026 in Review

New England Capital Financial Advisors sold out of Eaton Vance Floating-Rate ETF (EVLN) in Q1 2026, closing a stake of 60,661 shares — an estimated $3M sold.

New England Capital Financial Advisors first reported a position in EVLN in Q3 2025 and held it in 2 quarters. The position peaked at $3.44M in Q3 2025. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • New England Capital Financial Advisors reported no remaining Eaton Vance Floating-Rate ETF position as of Q1 2026 after selling out during the quarter.
  • New England Capital Financial Advisors sold 60,661 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $3M.
  • New England Capital Financial Advisors first reported a position in Eaton Vance Floating-Rate ETF in Q3 2025 and held it in 2 quarters.
  • New England Capital Financial Advisors's Eaton Vance Floating-Rate ETF position peaked at $3.44M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.