Centerpoint Advisory Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Centerpoint Advisory Group’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	$320K	Hold	6,320	–	–	0.2%	85
2026 Q1	$321K	Buy	6,320 +510	+9%	+$26.3K	0.24%	78
2025 Q4	$299K	Buy	5,810 +200	+4%	+$10.3K	0.23%	76
2025 Q3	$289K	Hold	5,610	–	–	0.22%	78
2025 Q2	$285K	Buy	5,610 +1,400	+33%	+$70.5K	0.25%	78
2025 Q1	$213K	Buy	+4,210	New	+$212K	0.21%	88

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 22.96% 1-Year Est. Return

Centerpoint Advisory Group's EVTR Position: Q2 2026 in Review

Centerpoint Advisory Group held its Eaton Vance Total Return Bond ETF (EVTR) position steady in Q2 2026 at 6,320 shares worth $320K. The position accounts for 0.2% of the portfolio, ranked #85.

Centerpoint Advisory Group first reported a position in EVTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $321K in Q1 2026. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Centerpoint Advisory Group held 6,320 shares of Eaton Vance Total Return Bond ETF worth $320K as of Q2 2026.
Centerpoint Advisory Group left its Eaton Vance Total Return Bond ETF share count unchanged in Q2 2026.
Eaton Vance Total Return Bond ETF made up 0.2% of Centerpoint Advisory Group's portfolio in Q2 2026, its #85 holding.
Centerpoint Advisory Group first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
Centerpoint Advisory Group's Eaton Vance Total Return Bond ETF position peaked at $321K in Q1 2026.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.