Advisory Resource Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Advisory Resource Group’s Portfolio EVTR Stock Details EVTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.85M	Sell	75,881 -849	-1%	-$43.2K	0.58%	48
2026 Q1	$3.89M	Buy	76,730 +1,491	+2%	+$76.8K	0.67%	43
2025 Q4	$3.87M	Buy	75,239 +3,796	+5%	+$196K	0.68%	43
2025 Q3	$3.68M	Buy	71,443 +3,439	+5%	+$176K	0.66%	45
2025 Q2	$3.46M	Buy	68,004 +2,470	+4%	+$124K	0.66%	45
2025 Q1	$3.32M	Buy	65,534 +6,141	+10%	+$309K	0.68%	45
2024 Q4	$2.96M	Buy	59,393 +814	+1%	+$41.2K	0.63%	44
2024 Q3	$3.03M	Buy	58,579 +1,370	+2%	+$70.1K	0.65%	46
2024 Q2	$2.84M	Buy	57,209 +2,874	+5%	+$142K	0.64%	45
2024 Q1	$2.7M	Buy	+54,335	New	+$2.71M	0.62%	44

Other funds holding EVTR

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return