Gateway Wealth Partners’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Gateway Wealth Partners’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 Q4	–	Sell	-67,616	Closed	-$3.48M	–	484
2025 Q3	$3.48M	Sell	67,616 -1,239	-2%	-$63.3K	0.47%	61
2025 Q2	$3.5M	Sell	68,855 -1,931	-3%	-$97.2K	0.66%	43
2025 Q1	$3.58M	Buy	+70,786	New	+$3.56M	0.81%	33

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gateway Wealth Partners's EVTR Position: Q4 2025 in Review

Gateway Wealth Partners sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q4 2025, closing a stake of 67,616 shares — an estimated $3.48M sold.

Gateway Wealth Partners first reported a position in EVTR in Q1 2025 and held it in 3 quarters. The position peaked at $3.58M in Q1 2025. 157 funds tracked by Wall St. Rank hold EVTR as of Q4 2025.

Gateway Wealth Partners reported no remaining Eaton Vance Total Return Bond ETF position as of Q4 2025 after selling out during the quarter.
Gateway Wealth Partners sold 67,616 Eaton Vance Total Return Bond ETF shares in Q4 2025, an estimated $3.48M.
Gateway Wealth Partners first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and held it in 3 quarters.
Gateway Wealth Partners's Eaton Vance Total Return Bond ETF position peaked at $3.58M in Q1 2025.
157 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q4 2025.

Based on Gateway Wealth Partners's 13F filing for Q4 2025, filed 11 Feb 2026.