Wealth Enhancement Advisory Services
EVLN icon

Wealth Enhancement Advisory Services’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Wealth Enhancement Advisory Services’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 		$814K Sell
16,728
-1,227
-7% -$59.8K ﹤0.01% 2239
2026
Q1 		$868K Buy
17,955
+2,607
+17% +$128K ﹤0.01% 1904
2025
Q4 		$760K Sell
15,348
-140
-0.9% -$6.95K ﹤0.01% 2147
2025
Q3 		$769K Sell
15,488
-1,271
-8% -$63.5K ﹤0.01% 2036
2025
Q2 		$838K Buy
16,759
+6,380
+61% +$316K ﹤0.01% 1860
2025
Q1 		$513K Sell
10,379
-962
-8% -$48.3K ﹤0.01% 2053
2024
Q4 		$571K Sell
11,341
-4,673
-29% -$236K ﹤0.01% 1895
2024
Q3 		$802K Sell
16,014
-176,330
-92% -$8.88M ﹤0.01% 1523
2024
Q2 		$9.67M Sell
192,344
-25,451
-12% -$1.29M 0.02% 492
2024
Q1 		$11M Buy
+217,795
New +$10.9M 0.03% 447

Other funds holding EVLN

PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Wealth Enhancement Advisory Services's EVLN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 6.8% in Q2 2026, selling an estimated $59.8K and leaving 16,728 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

Wealth Enhancement Advisory Services first reported a position in EVLN in Q1 2024 and has held it in 10 quarters since. The position peaked at $11M in Q1 2024. 4 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,728 shares of Eaton Vance Floating-Rate ETF worth $814K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,227 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $59.8K.
  • Eaton Vance Floating-Rate ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2239 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eaton Vance Floating-Rate ETF in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Eaton Vance Floating-Rate ETF position peaked at $11M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.