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Steward Partners Investment Advisory’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Steward Partners Investment Advisory’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 		$12.5K Hold
260
– – ﹤0.01% 3458
2025
Q4 		$12.9K Hold
260
– – ﹤0.01% 3331
2025
Q3 		$12.9K Hold
260
– – ﹤0.01% 3289
2025
Q2 		$13K Hold
260
– – ﹤0.01% 3096
2025
Q1 		$12.9K Hold
260
– – ﹤0.01% 2984
2024
Q4 		$13.1K Buy
260
+30
+13% +$1.51K ﹤0.01% 2984
2024
Q3 		$11.5K Buy
+230
New +$11.6K ﹤0.01% 2895

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 $1.66T 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
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Steward Partners Investment Advisory's EVLN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Eaton Vance Floating-Rate ETF (EVLN) position steady in Q1 2026 at 260 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3458.

Steward Partners Investment Advisory first reported a position in EVLN in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.1K in Q4 2024. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Steward Partners Investment Advisory held 260 shares of Eaton Vance Floating-Rate ETF worth $12.5K as of Q1 2026.
  • Steward Partners Investment Advisory left its Eaton Vance Floating-Rate ETF share count unchanged in Q1 2026.
  • Eaton Vance Floating-Rate ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3458 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Floating-Rate ETF in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's Eaton Vance Floating-Rate ETF position peaked at $13.1K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.