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Western Wealth Management’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Western Wealth Management’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 		$2.17M Buy
44,646
+2,571
+6% +$125K 0.07% 285
2026
Q1 		$2.03M Buy
+42,075
New +$2.06M 0.08% 279

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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
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

Western Wealth Management's EVLN Position: Q2 2026 in Review

Western Wealth Management increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 6.1% in Q2 2026, buying an estimated $125K and bringing the position to 44,646 shares worth $2.17M. The position accounts for 0.07% of the portfolio, ranked #285.

Western Wealth Management first reported a position in EVLN in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • Western Wealth Management held 44,646 shares of Eaton Vance Floating-Rate ETF worth $2.17M as of Q2 2026.
  • Western Wealth Management bought 2,571 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $125K.
  • Eaton Vance Floating-Rate ETF made up 0.07% of Western Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Western Wealth Management first reported a position in Eaton Vance Floating-Rate ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.