Ameritas Advisory Services’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Ameritas Advisory Services’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	$6.23M	Buy	122,952 +57,928	+89%	+$2.95M	0.13%	169
2026 Q1	$3.3M	Buy	65,024 +7,913	+14%	+$408K	0.13%	151
2025 Q4	$2.94M	Buy	+57,111	New	+$2.95M	0.11%	173
2025 Q3	–	Sell	-30,799	Closed	-$1.57M	–	2981
2025 Q2	$1.57M	Buy	+30,799	New	+$1.55M	0.08%	244

Other funds holding EVTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameritas Advisory Services's EVTR Position: Q2 2026 in Review

Ameritas Advisory Services increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 89% in Q2 2026, buying an estimated $2.95M and bringing the position to 122,952 shares worth $6.23M. The position accounts for 0.13% of the portfolio, ranked #169.

Ameritas Advisory Services first reported a position in EVTR in Q2 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Ameritas Advisory Services held 122,952 shares of Eaton Vance Total Return Bond ETF worth $6.23M as of Q2 2026.
Ameritas Advisory Services bought 57,928 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $2.95M.
Eaton Vance Total Return Bond ETF made up 0.13% of Ameritas Advisory Services's portfolio in Q2 2026, its #169 holding.
Ameritas Advisory Services first reported a position in Eaton Vance Total Return Bond ETF in Q2 2025 and has held it in 4 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.