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Dynamic Advisor Solutions’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Dynamic Advisor Solutions’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 		$531K Sell
10,480
-487
-4% -$24.8K 0.02% 668
2026
Q1 		$557K Buy
10,967
+1,507
+16% +$77.6K 0.02% 620
2025
Q4 		$487K Buy
+9,460
New +$489K 0.02% 635

Other funds holding EVTR

PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Dynamic Advisor Solutions's EVTR Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 4.4% in Q2 2026, selling an estimated $24.8K and leaving 10,480 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #668.

Dynamic Advisor Solutions first reported a position in EVTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $557K in Q1 2026. 22 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Dynamic Advisor Solutions held 10,480 shares of Eaton Vance Total Return Bond ETF worth $531K as of Q2 2026.
  • Dynamic Advisor Solutions sold 487 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $24.8K.
  • Eaton Vance Total Return Bond ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #668 holding.
  • Dynamic Advisor Solutions first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Dynamic Advisor Solutions's Eaton Vance Total Return Bond ETF position peaked at $557K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.