LVW Advisors
EVTR icon

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

LVW 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
Q3 		– Sell
-10,593
Closed -$537K – 515
2026
Q2 		$537K Buy
+10,593
New +$539K 0.05% 223

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Prodigy Asset Management
Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

LVW Advisors's EVTR Position: Q3 2026 in Review

LVW Advisors sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q3 2026, closing a stake of 10,593 shares — an estimated $537K sold.

LVW Advisors first reported a position in EVTR in Q2 2026 and held it in 1 quarter. The position peaked at $537K in Q2 2026. 170 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

  • LVW Advisors reported no remaining Eaton Vance Total Return Bond ETF position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 10,593 Eaton Vance Total Return Bond ETF shares in Q3 2026, an estimated $537K.
  • LVW Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q2 2026 and held it in 1 quarter.
  • LVW Advisors's Eaton Vance Total Return Bond ETF position peaked at $537K in Q2 2026.
  • 170 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.