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 Q2	$537K	Buy	+10,593	New	+$539K	0.05%	223

Other funds holding EVTR

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

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Retirement Management Systems Leonardtown, Maryland $488M AUM

Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $655M AUM

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LVW Advisors's EVTR Position: Q2 2026 in Review

LVW Advisors opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q2 2026: 10,593 shares worth $537K. The stake represents 0.05% of the portfolio and ranks #223 among its holdings.

79 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

LVW Advisors held 10,593 shares of Eaton Vance Total Return Bond ETF worth $537K as of Q2 2026.
Eaton Vance Total Return Bond ETF was a new LVW Advisors position in Q2 2026.
Eaton Vance Total Return Bond ETF made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #223 holding.
79 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.