Founders Financial Securities’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Founders Financial Securities’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	$2.95M	Buy	58,249 +993	+2%	+$50.5K	0.15%	136
2026 Q1	$2.93M	Buy	57,256 +4,543	+9%	+$234K	0.17%	123
2025 Q4	$2.71M	Buy	52,713 +15,729	+43%	+$812K	0.16%	122
2025 Q3	$1.9M	Buy	36,984 +100	+0.3%	+$5.11K	0.13%	159
2025 Q2	$1.88M	Buy	+36,884	New	+$1.86M	0.14%	138

Other funds holding EVTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Founders Financial Securities's EVTR Position: Q2 2026 in Review

Founders Financial Securities increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 1.7% in Q2 2026, buying an estimated $50.5K and bringing the position to 58,249 shares worth $2.95M. The position accounts for 0.15% of the portfolio, ranked #136.

Founders Financial Securities first reported a position in EVTR in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Founders Financial Securities held 58,249 shares of Eaton Vance Total Return Bond ETF worth $2.95M as of Q2 2026.
Founders Financial Securities bought 993 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $50.5K.
Eaton Vance Total Return Bond ETF made up 0.15% of Founders Financial Securities's portfolio in Q2 2026, its #136 holding.
Founders Financial Securities first reported a position in Eaton Vance Total Return Bond ETF in Q2 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.