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 Q2	$2.89M	Buy	57,067 +21,558	+61%	+$1.1M	0.03%	588
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 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 22.9% 1-Year Est. Return

Atria Investments's EVTR Position: Q2 2026 in Review

Atria Investments increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 61% in Q2 2026, buying an estimated $1.1M and bringing the position to 57,067 shares worth $2.89M. The position accounts for 0.03% of the portfolio, ranked #588.

Atria Investments first reported a position in EVTR in Q2 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Atria Investments held 57,067 shares of Eaton Vance Total Return Bond ETF worth $2.89M as of Q2 2026.
Atria Investments bought 21,558 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $1.1M.
Eaton Vance Total Return Bond ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #588 holding.
Atria Investments first reported a position in Eaton Vance Total Return Bond ETF in Q2 2024 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.