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Visionary Wealth Advisors’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Visionary Wealth Advisors’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 		$1.66M Buy
34,394
+2,583
+8% +$126K 0.07% 215
2025
Q4 		$1.57M Buy
31,811
+2,435
+8% +$121K 0.07% 220
2025
Q3 		$1.46M Buy
29,376
+2,438
+9% +$122K 0.07% 235
2025
Q2 		$1.34M Buy
26,938
+5,379
+25% +$266K 0.07% 241
2025
Q1 		$1.07M Buy
+21,559
New +$1.08M 0.06% 248

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

Visionary Wealth Advisors's EVLN Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 8.1% in Q1 2026, buying an estimated $126K and bringing the position to 34,394 shares worth $1.66M. The position accounts for 0.07% of the portfolio, ranked #215.

Visionary Wealth Advisors 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.

  • Visionary Wealth Advisors held 34,394 shares of Eaton Vance Floating-Rate ETF worth $1.66M as of Q1 2026.
  • Visionary Wealth Advisors bought 2,583 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $126K.
  • Eaton Vance Floating-Rate ETF made up 0.07% of Visionary Wealth Advisors's portfolio in Q1 2026, its #215 holding.
  • Visionary Wealth Advisors 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 Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.