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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
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

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

Obermeyer Wealth Partners's EVLN Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 262% in Q1 2026, buying an estimated $4.21M and bringing the position to 118,867 shares worth $5.73M. The position accounts for 0.26% of the portfolio, ranked #44.

Obermeyer Wealth Partners first reported a position in EVLN in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Obermeyer Wealth Partners held 118,867 shares of Eaton Vance Floating-Rate ETF worth $5.73M as of Q1 2026.
  • Obermeyer Wealth Partners bought 86,000 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $4.21M.
  • Eaton Vance Floating-Rate ETF made up 0.26% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #44 holding.
  • Obermeyer Wealth Partners first reported a position in Eaton Vance Floating-Rate ETF in Q3 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.