HighTower Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

HighTower Advisors’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	$58.7M	Buy	1,157,397 +525,108	+83%	+$26.7M	0.06%	338
2026 Q1	$32.1M	Buy	632,289 +137,332	+28%	+$7.08M	0.03%	471
2025 Q4	$25.5M	Buy	494,957 +14,343	+3%	+$741K	0.03%	530
2025 Q3	$24.7M	Buy	480,614 +28,576	+6%	+$1.46M	0.03%	527
2025 Q2	$23M	Buy	452,038 +7,613	+2%	+$383K	0.03%	531
2025 Q1	$22.5M	Buy	444,425 +69,419	+19%	+$3.49M	0.03%	500
2024 Q4	$18.7M	Buy	375,006 +397	+0.1%	+$20.1K	0.03%	544
2024 Q3	$19.4M	Buy	+374,609	New	+$19.2M	0.03%	528

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

HighTower Advisors's EVTR Position: Q2 2026 in Review

HighTower Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 83% in Q2 2026, buying an estimated $26.7M and bringing the position to 1,157,397 shares worth $58.7M. The position accounts for 0.06% of the portfolio, ranked #338.

HighTower Advisors first reported a position in EVTR in Q3 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

HighTower Advisors held 1,157,397 shares of Eaton Vance Total Return Bond ETF worth $58.7M as of Q2 2026.
HighTower Advisors bought 525,108 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $26.7M.
Eaton Vance Total Return Bond ETF made up 0.06% of HighTower Advisors's portfolio in Q2 2026, its #338 holding.
HighTower Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.