Focus Financial Network
EVTR icon

Focus Financial Network’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Focus Financial Network’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 		$7.97M Buy
164,684
+3,916
+2% +$196K 0.24% 74
2026
Q2 		$8.18M Buy
160,768
+95,890
+148% +$4.88M 0.25% 75
2026
Q1 		$3.31M Buy
64,878
+50,250
+344% +$2.59M 0.12% 144
2025
Q4 		$753K Buy
+14,628
New +$756K 0.03% 367
2025
Q3 		– Sell
-3,939
Closed -$201K – 770
2025
Q2 		$201K Buy
+3,939
New +$198K 0.01% 691

Other funds holding EVTR

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

Focus Financial Network's EVTR Position: Q3 2026 in Review

Focus Financial Network increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 2.4% in Q3 2026, buying an estimated $196K and bringing the position to 164,684 shares worth $7.97M. The position accounts for 0.24% of the portfolio, ranked #74.

Focus Financial Network first reported a position in EVTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.18M in Q2 2026. 30 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

  • Focus Financial Network held 164,684 shares of Eaton Vance Total Return Bond ETF worth $7.97M as of Q3 2026.
  • Focus Financial Network bought 3,916 Eaton Vance Total Return Bond ETF shares in Q3 2026, an estimated $196K.
  • Eaton Vance Total Return Bond ETF made up 0.24% of Focus Financial Network's portfolio in Q3 2026, its #74 holding.
  • Focus Financial Network first reported a position in Eaton Vance Total Return Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Focus Financial Network's Eaton Vance Total Return Bond ETF position peaked at $8.18M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.