Certified Advisory Corp’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Certified Advisory Corp’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
2024 Q3	–	Sell	-5,588	Closed	-$277K	–	305
2024 Q2	$277K	Buy	+5,588	New	+$276K	0.03%	246

Other funds holding EVTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BIP

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

Certified Advisory Corp's EVTR Position: Q3 2024 in Review

Certified Advisory Corp sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q3 2024, closing a stake of 5,588 shares — an estimated $277K sold.

Certified Advisory Corp first reported a position in EVTR in Q2 2024 and held it in 1 quarter. The position peaked at $277K in Q2 2024. 51 funds tracked by Wall St. Rank hold EVTR as of Q3 2024.

Certified Advisory Corp reported no remaining Eaton Vance Total Return Bond ETF position as of Q3 2024 after selling out during the quarter.
Certified Advisory Corp sold 5,588 Eaton Vance Total Return Bond ETF shares in Q3 2024, an estimated $277K.
Certified Advisory Corp first reported a position in Eaton Vance Total Return Bond ETF in Q2 2024 and held it in 1 quarter.
Certified Advisory Corp's Eaton Vance Total Return Bond ETF position peaked at $277K in Q2 2024.
51 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2024.

Based on Certified Advisory Corp's 13F filing for Q3 2024, filed 12 Nov 2024.