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 Q2	$1.7M	Buy	35,134 +740	+2%	+$36.1K	0.07%	223
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 $2.26B 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

Visionary Wealth Advisors's EVLN Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 2.2% in Q2 2026, buying an estimated $36.1K and bringing the position to 35,134 shares worth $1.7M. The position accounts for 0.07% of the portfolio, ranked #223.

Visionary Wealth Advisors 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.

Visionary Wealth Advisors held 35,134 shares of Eaton Vance Floating-Rate ETF worth $1.7M as of Q2 2026.
Visionary Wealth Advisors bought 740 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $36.1K.
Eaton Vance Floating-Rate ETF made up 0.07% of Visionary Wealth Advisors's portfolio in Q2 2026, its #223 holding.
Visionary Wealth Advisors 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 Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.