Obermeyer Wealth Partners’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Obermeyer Wealth Partners’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	$4.69M	Sell	96,800 -6,767	-7%	-$330K	0.19%	45
2026 Q2	$5.02M	Sell	103,567 -15,300	-13%	-$746K	0.21%	46
2026 Q1	$5.73M	Buy	118,867 +86,000	+262%	+$4.21M	0.26%	44
2025 Q4	$1.63M	Buy	32,867 +22,867	+229%	+$1.13M	0.07%	84
2025 Q3	$497K	Buy	+10,000	New	+$500K	0.02%	173

Other funds holding EVLN

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

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Obermeyer Wealth Partners's EVLN Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 6.5% in Q3 2026, selling an estimated $330K and leaving 96,800 shares worth $4.69M. The position accounts for 0.19% of the portfolio, ranked #45.

Obermeyer Wealth Partners first reported a position in EVLN in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.73M in Q1 2026. 26 funds tracked by Wall St. Rank hold EVLN as of Q3 2026.

Obermeyer Wealth Partners held 96,800 shares of Eaton Vance Floating-Rate ETF worth $4.69M as of Q3 2026.
Obermeyer Wealth Partners sold 6,767 Eaton Vance Floating-Rate ETF shares in Q3 2026, an estimated $330K.
Eaton Vance Floating-Rate ETF made up 0.19% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #45 holding.
Obermeyer Wealth Partners first reported a position in Eaton Vance Floating-Rate ETF in Q3 2025 and has held it in 5 quarters since.
Obermeyer Wealth Partners's Eaton Vance Floating-Rate ETF position peaked at $5.73M in Q1 2026.
26 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.