Cetera Investment Advisers
EVTR icon

Cetera Investment Advisers’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Cetera Investment Advisers’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 		$30.3M Buy
597,038
+161,214
+37% +$8.2M 0.03% 576
2026
Q1 		$22.1M Buy
435,824
+144,005
+49% +$7.42M 0.02% 638
2025
Q4 		$15M Buy
291,819
+69,978
+32% +$3.61M 0.02% 801
2025
Q3 		$11.4M Buy
221,841
+93,968
+73% +$4.8M 0.01% 910
2025
Q2 		$6.5M Buy
127,873
+6,300
+5% +$317K 0.01% 1040
2025
Q1 		$6.16M Buy
121,573
+91,004
+298% +$4.58M 0.01% 991
2024
Q4 		$1.52M Buy
30,569
+9,224
+43% +$467K ﹤0.01% 1854
2024
Q3 		$1.11M Buy
21,345
+2,048
+11% +$105K ﹤0.01% 2052
2024
Q2 		$958K Sell
19,297
-807
-4% -$39.8K ﹤0.01% 2106
2024
Q1 		$1M Buy
+20,104
New +$1M ﹤0.01% 2063

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers's EVTR Position: Q2 2026 in Review

Cetera Investment Advisers increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 37% in Q2 2026, buying an estimated $8.2M and bringing the position to 597,038 shares worth $30.3M. The position accounts for 0.03% of the portfolio, ranked #576.

Cetera Investment Advisers first reported a position in EVTR in Q1 2024 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Cetera Investment Advisers held 597,038 shares of Eaton Vance Total Return Bond ETF worth $30.3M as of Q2 2026.
  • Cetera Investment Advisers bought 161,214 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $8.2M.
  • Eaton Vance Total Return Bond ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #576 holding.
  • Cetera Investment Advisers first reported a position in Eaton Vance Total Return Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.