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

Vestor Capital’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
Q4 		– Sell
-690,659
Closed -$34.3M – 301
2025
Q3 		$34.3M Buy
+690,659
New +$34.5M 2.2% 13

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 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 $5.53B AUM 28.91% 1-Year Est. Return

Vestor Capital's EVLN Position: Q4 2025 in Review

Vestor Capital sold out of Eaton Vance Floating-Rate ETF (EVLN) in Q4 2025, closing a stake of 690,659 shares — an estimated $34.3M sold.

Vestor Capital first reported a position in EVLN in Q3 2025 and held it in 1 quarter. The position peaked at $34.3M in Q3 2025. 48 funds tracked by Wall St. Rank hold EVLN as of Q4 2025.

  • Vestor Capital reported no remaining Eaton Vance Floating-Rate ETF position as of Q4 2025 after selling out during the quarter.
  • Vestor Capital sold 690,659 Eaton Vance Floating-Rate ETF shares in Q4 2025, an estimated $34.3M.
  • Vestor Capital first reported a position in Eaton Vance Floating-Rate ETF in Q3 2025 and held it in 1 quarter.
  • Vestor Capital's Eaton Vance Floating-Rate ETF position peaked at $34.3M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q4 2025.

Based on Vestor Capital's 13F filing for Q4 2025, filed 11 Feb 2026.