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Crewe Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Crewe Advisors’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
2025
Q1 		– Sell
-5,592
Closed -$279K – 761
2024
Q4 		$279K Hold
5,592
– – 0.04% 120
2024
Q3 		$290K Buy
+5,592
New +$286K 0.03% 119

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Crewe Advisors's EVTR Position: Q1 2025 in Review

Crewe Advisors sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q1 2025, closing a stake of 5,592 shares — an estimated $279K sold.

Crewe Advisors first reported a position in EVTR in Q3 2024 and held it in 2 quarters. The position peaked at $290K in Q3 2024. 94 funds tracked by Wall St. Rank hold EVTR as of Q1 2025.

  • Crewe Advisors reported no remaining Eaton Vance Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Crewe Advisors sold 5,592 Eaton Vance Total Return Bond ETF shares in Q1 2025, an estimated $279K.
  • Crewe Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and held it in 2 quarters.
  • Crewe Advisors's Eaton Vance Total Return Bond ETF position peaked at $290K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2025.

Based on Crewe Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.