Centurion Wealth Management
EVTR icon

Centurion Wealth Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Centurion Wealth Management’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 		$247K Buy
+5,134
New +$256K 0.06% 245
2026
Q2 		– Sell
-4,044
Closed -$205K – 330
2026
Q1 		$205K Buy
4,044
+31
+0.8% +$1.6K 0.05% 296
2025
Q4 		$207K Buy
4,013
+61
+2% +$3.15K 0.05% 291
2025
Q3 		$203K Buy
+3,952
New +$202K 0.05% 289

Other funds holding EVTR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Prodigy Asset Management
Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Centurion Wealth Management's EVTR Position: Q3 2026 in Review

Centurion Wealth Management opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q3 2026: 5,134 shares worth $247K. The stake represents 0.06% of the portfolio and ranks #245 among its holdings. This is a return to the name: Centurion Wealth Management previously reported a position in EVTR as recently as Q1 2026.

Centurion Wealth Management first reported a position in EVTR in Q3 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

  • Centurion Wealth Management held 5,134 shares of Eaton Vance Total Return Bond ETF worth $247K as of Q3 2026.
  • Eaton Vance Total Return Bond ETF was a new Centurion Wealth Management position in Q3 2026.
  • Eaton Vance Total Return Bond ETF made up 0.06% of Centurion Wealth Management's portfolio in Q3 2026, its #245 holding.
  • Centurion Wealth Management first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.