KWM
EVTR icon

Kingsview Wealth Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Kingsview Wealth Management’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
Q1 		$7.28M Buy
143,502
+4,449
+3% +$229K 0.1% 208
2025
Q4 		$7.16M Buy
139,053
+77,225
+125% +$3.99M 0.1% 198
2025
Q3 		$3.18M Buy
61,828
+53,933
+683% +$2.76M 0.05% 369
2025
Q2 		$402K Sell
7,895
-300
-4% -$15.1K 0.01% 847
2025
Q1 		$415K Sell
8,195
-372
-4% -$18.7K 0.01% 785
2024
Q4 		$427K Buy
8,567
+904
+12% +$45.8K 0.01% 794
2024
Q3 		$397K Buy
7,663
+1,574
+26% +$80.5K 0.01% 784
2024
Q2 		$302K Sell
6,089
-38
-0.6% -$1.88K 0.01% 833
2024
Q1 		$305K Buy
+6,127
New +$306K 0.01% 809

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return