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Atria Investments’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Atria Investments’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
Q1 		$1.8M Buy
35,509
+9,923
+39% +$511K 0.02% 758
2025
Q4 		$1.32M Buy
+25,586
New +$1.32M 0.02% 922
2025
Q1 		– Sell
-10,358
Closed -$516K – 2017
2024
Q4 		$516K Buy
10,358
+52
+0.5% +$2.63K 0.01% 1310
2024
Q3 		$534K Sell
10,306
-28
-0.3% -$1.43K 0.01% 1284
2024
Q2 		$513K Buy
+10,334
New +$510K 0.01% 1284

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atria Investments's EVTR Position: Q1 2026 in Review

Atria Investments increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 39% in Q1 2026, buying an estimated $511K and bringing the position to 35,509 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #758.

Atria Investments first reported a position in EVTR in Q2 2024 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • Atria Investments held 35,509 shares of Eaton Vance Total Return Bond ETF worth $1.8M as of Q1 2026.
  • Atria Investments bought 9,923 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $511K.
  • Eaton Vance Total Return Bond ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #758 holding.
  • Atria Investments first reported a position in Eaton Vance Total Return Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.