Catalyst Financial Partners’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Catalyst Financial Partners’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	$609K	Buy	12,000 +2,000	+20%	+$102K	0.06%	182
2026 Q1	$508K	Hold	10,000	–	–	0.06%	202
2025 Q4	$515K	Hold	10,000	–	–	0.06%	166
2025 Q3	$515K	Buy	+10,000	New	+$511K	0.06%	161

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

Catalyst Financial Partners's EVTR Position: Q2 2026 in Review

Catalyst Financial Partners increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 20% in Q2 2026, buying an estimated $102K and bringing the position to 12,000 shares worth $609K. The position accounts for 0.06% of the portfolio, ranked #182.

Catalyst Financial Partners first reported a position in EVTR in Q3 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Catalyst Financial Partners held 12,000 shares of Eaton Vance Total Return Bond ETF worth $609K as of Q2 2026.
Catalyst Financial Partners bought 2,000 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $102K.
Eaton Vance Total Return Bond ETF made up 0.06% of Catalyst Financial Partners's portfolio in Q2 2026, its #182 holding.
Catalyst Financial Partners first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 4 quarters since.
187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.