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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
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 $2.7B AUM 6.73% 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 $2.17B AUM 19.33% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Stratos Wealth Partners's EVLN Position: Q1 2026 in Review

Stratos Wealth Partners increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 61% in Q1 2026, buying an estimated $444K and bringing the position to 23,881 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #743.

Stratos Wealth Partners first reported a position in EVLN in Q1 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Stratos Wealth Partners held 23,881 shares of Eaton Vance Floating-Rate ETF worth $1.15M as of Q1 2026.
  • Stratos Wealth Partners bought 9,081 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $444K.
  • Eaton Vance Floating-Rate ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #743 holding.
  • Stratos Wealth Partners first reported a position in Eaton Vance Floating-Rate ETF in Q1 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.