Perennial Advisors’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Perennial 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 Q3	$4.74M	Sell	97,733 -505	-0.5%	-$24.6K	0.71%	40
2026 Q2	$4.77M	Buy	+98,238	New	+$4.79M	0.73%	43

Other funds holding EVLN

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perennial Advisors's EVLN Position: Q3 2026 in Review

Perennial Advisors reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 0.51% in Q3 2026, selling an estimated $24.6K and leaving 97,733 shares worth $4.74M. The position accounts for 0.71% of the portfolio, ranked #40.

Perennial Advisors first reported a position in EVLN in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.77M in Q2 2026. 4 funds tracked by Wall St. Rank hold EVLN as of Q3 2026.

Perennial Advisors held 97,733 shares of Eaton Vance Floating-Rate ETF worth $4.74M as of Q3 2026.
Perennial Advisors sold 505 Eaton Vance Floating-Rate ETF shares in Q3 2026, an estimated $24.6K.
Eaton Vance Floating-Rate ETF made up 0.71% of Perennial Advisors's portfolio in Q3 2026, its #40 holding.
Perennial Advisors first reported a position in Eaton Vance Floating-Rate ETF in Q2 2026 and has held it in 2 quarters since.
Perennial Advisors's Eaton Vance Floating-Rate ETF position peaked at $4.77M in Q2 2026.
4 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.