Ocean Park Asset Management’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Ocean Park Asset Management’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
2024 Q3	–	Sell	-98,500	Closed	-$4.95M	–	96
2024 Q2	$4.95M	Buy	+98,500	New	+$4.99M	0.23%	46

Other funds holding EVLN

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWA

FSC Wealth Advisors Fishkill, New York $5.24M AUM 17.32% 1-Year Est. Return

Ocean Park Asset Management's EVLN Position: Q3 2024 in Review

Ocean Park Asset Management sold out of Eaton Vance Floating-Rate ETF (EVLN) in Q3 2024, closing a stake of 98,500 shares — an estimated $4.95M sold.

Ocean Park Asset Management first reported a position in EVLN in Q2 2024 and held it in 1 quarter. The position peaked at $4.95M in Q2 2024. 16 funds tracked by Wall St. Rank hold EVLN as of Q3 2024.

Ocean Park Asset Management reported no remaining Eaton Vance Floating-Rate ETF position as of Q3 2024 after selling out during the quarter.
Ocean Park Asset Management sold 98,500 Eaton Vance Floating-Rate ETF shares in Q3 2024, an estimated $4.95M.
Ocean Park Asset Management first reported a position in Eaton Vance Floating-Rate ETF in Q2 2024 and held it in 1 quarter.
Ocean Park Asset Management's Eaton Vance Floating-Rate ETF position peaked at $4.95M in Q2 2024.
16 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q3 2024.

Based on Ocean Park Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.