GPS Wealth Strategies Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

GPS Wealth Strategies Group’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	$140K	Sell	2,712 -4,845	-64%	-$250K	0.12%	119
2025 Q3	$389K	Sell	7,557 -104	-1%	-$5.32K	0.04%	224
2025 Q2	$390K	Buy	7,661 +32	+0.4%	+$1.61K	0.04%	209
2025 Q1	$386K	Buy	7,629 +4,271	+127%	+$215K	0.05%	211
2024 Q4	$167K	Buy	+3,358	New	+$170K	0.02%	327

Other funds holding EVTR

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GPS Wealth Strategies Group's EVTR Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 64% in Q4 2025, selling an estimated $250K and leaving 2,712 shares worth $140K. The position accounts for 0.12% of the portfolio, ranked #119.

GPS Wealth Strategies Group first reported a position in EVTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $390K in Q2 2025. 157 funds tracked by Wall St. Rank hold EVTR as of Q4 2025.

GPS Wealth Strategies Group held 2,712 shares of Eaton Vance Total Return Bond ETF worth $140K as of Q4 2025.
GPS Wealth Strategies Group sold 4,845 Eaton Vance Total Return Bond ETF shares in Q4 2025, an estimated $250K.
Eaton Vance Total Return Bond ETF made up 0.12% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #119 holding.
GPS Wealth Strategies Group first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 5 quarters since.
GPS Wealth Strategies Group's Eaton Vance Total Return Bond ETF position peaked at $390K in Q2 2025.
157 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.