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Shorepoint Capital Partners’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Shorepoint Capital 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
2025
Q3 		$20M Buy
+403,284
New +$20.2M 3.98% 3
2025
Q1 		$16.9M Buy
342,739
+28,366
+9% +$1.42M 3.83% 3
2024
Q4 		$15.8M Buy
314,373
+73,669
+31% +$3.72M 3.62% 3
2024
Q3 		$12.1M Buy
240,704
+56,549
+31% +$2.85M 2.75% 5
2024
Q2 		$9.26M Buy
+184,155
New +$9.33M 2.17% 9

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
VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
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
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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Shorepoint Capital Partners's EVLN Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Eaton Vance Floating-Rate ETF (EVLN) in Q3 2025: 403,284 shares worth $20M. The stake represents 3.98% of the portfolio and ranks #3 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in EVLN as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in EVLN in Q2 2024 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold EVLN as of Q3 2025.

  • Shorepoint Capital Partners held 403,284 shares of Eaton Vance Floating-Rate ETF worth $20M as of Q3 2025.
  • Eaton Vance Floating-Rate ETF was a new Shorepoint Capital Partners position in Q3 2025.
  • Eaton Vance Floating-Rate ETF made up 3.98% of Shorepoint Capital Partners's portfolio in Q3 2025, its #3 holding.
  • Shorepoint Capital Partners first reported a position in Eaton Vance Floating-Rate ETF in Q2 2024 and has held it in 5 quarters since.
  • 47 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.