Stratos Wealth Partners’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Stratos Wealth 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
2026 Q2	$1.16M	Buy	23,981 +100	+0.4%	+$4.88K	0.01%	783
2026 Q1	$1.15M	Buy	23,881 +9,081	+61%	+$444K	0.01%	743
2025 Q4	$732K	Sell	14,800 -500	-3%	-$24.8K	0.01%	889
2025 Q3	$760K	Hold	15,300	–	–	0.01%	861
2025 Q2	$763K	Sell	15,300 -2,700	-15%	-$134K	0.01%	788
2025 Q1	$890K	Buy	+18,000	New	+$904K	0.01%	703

Other funds holding EVLN

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

EIA

Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Stratos Wealth Partners's EVLN Position: Q2 2026 in Review

Stratos Wealth Partners increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 0.42% in Q2 2026, buying an estimated $4.88K and bringing the position to 23,981 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #783.

Stratos Wealth Partners first reported a position in EVLN in Q1 2025 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

Stratos Wealth Partners held 23,981 shares of Eaton Vance Floating-Rate ETF worth $1.16M as of Q2 2026.
Stratos Wealth Partners bought 100 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $4.88K.
Eaton Vance Floating-Rate ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #783 holding.
Stratos Wealth Partners first reported a position in Eaton Vance Floating-Rate ETF in Q1 2025 and has held it in 6 quarters since.
51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.