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Spartan Wealth Advisory Services LLC’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Spartan Wealth Advisory Services LLC’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
Q2 		$10.2M Buy
211,283
+3,695
+2% +$180K 0.84% 30
2026
Q1 		$10M Buy
+207,588
New +$10.2M 0.87% 28

Other funds holding EVLN

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's EVLN Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 1.8% in Q2 2026, buying an estimated $180K and bringing the position to 211,283 shares worth $10.2M. The position accounts for 0.84% of the portfolio, ranked #30.

Spartan Wealth Advisory Services LLC first reported a position in EVLN in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 211,283 shares of Eaton Vance Floating-Rate ETF worth $10.2M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 3,695 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $180K.
  • Eaton Vance Floating-Rate ETF made up 0.84% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #30 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Eaton Vance Floating-Rate ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.