— Know what they know.
Not Investment Advice

EVPF

Eaton Vance Preferred Securities and Income ETF
1W: -0.6% 1M: -0.5% YTD: -0.4%
$50.12
+0.12 (+0.24%)
 
Weekly Expected Move ±0.5%
$50 $50 $50 $50 $51
ETF NASDAQ · AUM $17.7M
Key Statistics
AUM$18M
Holdings70
Top 10 Wt26.0%
Volume36,975
Avg Volume10,468
Beta0.00
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2026-03-05
Sector Allocation
Other 89.6%
Financial Services 6.2%
Communication Services 1.7%
Energy 0.9%
Real Estate 0.5%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 CITIGROUP INC VAR 3.78% $1.1M 1,086,000
2 WELLS FARGO & CO VAR 3.46% $1.0M 973,000
3 JPMORGAN CHASE & CO VAR 2.75% $799,790 772,000
4 NORDEA BANK ABP VAR 09/75 2.65% $770,093 765,000
5 LIBERTY MUTUAL VAR 12/51 2.46% $713,873 721,000
6 BANCO SANTANDER VAR 12/49 2.43% $706,721 600,000
7 BANK OF VAR 05/84 2.16% $626,217 600,000
8 ING GROEP NV CALLABLE VAR 2.16% $626,843 600,000
9 CANADIAN VAR 10/85 2.12% $614,401 600,000
10 UBS GROUP AG VAR 12/49 2.07% $601,551 520,000

Recent Holding Changes

Date Holding Change Details
2026-05-20 ATH-PA New
2026-05-20 FITBM New
2026-05-20 KEY-PL New
2026-05-20 ANGINC New
2026-05-20 BPYPO New

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms