Benjamin Edwards Inc’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Benjamin Edwards Inc’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 Q3	$2.12M	Buy	+43,916	New	+$2.19M	0.02%	562

Other funds holding EVTR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Benjamin Edwards Inc's EVTR Position: Q3 2026 in Review

Benjamin Edwards Inc opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q3 2026: 43,916 shares worth $2.12M. The stake represents 0.02% of the portfolio and ranks #562 among its holdings.

170 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

Benjamin Edwards Inc held 43,916 shares of Eaton Vance Total Return Bond ETF worth $2.12M as of Q3 2026.
Eaton Vance Total Return Bond ETF was a new Benjamin Edwards Inc position in Q3 2026.
Eaton Vance Total Return Bond ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q3 2026, its #562 holding.
170 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on Benjamin Edwards Inc's 13F filing for Q3 2026, filed 12 Nov 2026.