Cape Investment Advisory’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Cape Investment Advisory’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	$55.8K	Buy	+1,100	New	+$55.9K	0.01%	469

Other funds holding EVTR

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

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Retirement Management Systems Leonardtown, Maryland $488M AUM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $655M AUM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cape Investment Advisory's EVTR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q2 2026: 1,100 shares worth $55.8K. The stake represents 0.01% of the portfolio and ranks #469 among its holdings.

49 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Cape Investment Advisory held 1,100 shares of Eaton Vance Total Return Bond ETF worth $55.8K as of Q2 2026.
Eaton Vance Total Return Bond ETF was a new Cape Investment Advisory position in Q2 2026.
Eaton Vance Total Return Bond ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #469 holding.
49 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.