Focus Partners Wealth’s Eaton Vance High Yield ETF EVHY Stock Holding History

Focus Partners Wealth’s Portfolio EVHY Stock Details EVHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24,433	Closed	-$1.27M	–	2069
2025 Q1	$1.27M	Buy	24,433 +117	+0.5%	+$6.17K	﹤0.01%	983
2024 Q4	$1.27M	Buy	+24,316	New	+$1.3M	﹤0.01%	980
2024 Q3	–	Sell	-23,905	Closed	-$1.27M	–	1614
2024 Q2	$1.27M	Buy	23,905 +165	+0.7%	+$8.67K	﹤0.01%	755
2024 Q1	$1.24M	Buy	+23,740	New	+$1.25M	0.01%	571

Other funds holding EVHY

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Focus Partners Wealth's EVHY Position: Q2 2025 in Review

Focus Partners Wealth sold out of Eaton Vance High Yield ETF (EVHY) in Q2 2025, closing a stake of 24,433 shares — an estimated $1.27M sold.

Focus Partners Wealth first reported a position in EVHY in Q1 2024 and held it in 4 quarters. The position peaked at $1.27M in Q1 2025. 5 funds tracked by Wall St. Rank hold EVHY as of Q2 2025.

Focus Partners Wealth reported no remaining Eaton Vance High Yield ETF position as of Q2 2025 after selling out during the quarter.
Focus Partners Wealth sold 24,433 Eaton Vance High Yield ETF shares in Q2 2025, an estimated $1.27M.
Focus Partners Wealth first reported a position in Eaton Vance High Yield ETF in Q1 2024 and held it in 4 quarters.
Focus Partners Wealth's Eaton Vance High Yield ETF position peaked at $1.27M in Q1 2025.
5 funds tracked by Wall St. Rank held Eaton Vance High Yield ETF as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.