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

Atria Wealth Solutions’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
2025 Q2	$700K	Buy	+13,714	New	+$690K	0.02%	778

Other funds holding EVTR

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Atria Wealth Solutions's EVTR Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q2 2025: 13,714 shares worth $700K. The stake represents 0.02% of the portfolio and ranks #778 among its holdings.

113 funds tracked by Wall St. Rank hold EVTR as of Q2 2025.

Atria Wealth Solutions held 13,714 shares of Eaton Vance Total Return Bond ETF worth $700K as of Q2 2025.
Eaton Vance Total Return Bond ETF was a new Atria Wealth Solutions position in Q2 2025.
Eaton Vance Total Return Bond ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #778 holding.
113 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.