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

Opal Wealth 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	$1.41M	Buy	29,327 +10,000	+52%	+$499K	0.29%	39
2026 Q2	$980K	Hold	19,327	–	–	0.21%	53
2026 Q1	$981K	Hold	19,327	–	–	0.22%	45
2025 Q4	$995K	Hold	19,327	–	–	0.26%	50
2025 Q3	$994K	Buy	+19,327	New	+$988K	0.28%	46

Other funds holding EVTR

Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Madrid Wealth Management Albuquerque, New Mexico $157M AUM 13.34% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Stevens Capital Partners Omaha, Nebraska $577M AUM 13.81% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Opal Wealth Advisors's EVTR Position: Q3 2026 in Review

Opal Wealth Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 52% in Q3 2026, buying an estimated $499K and bringing the position to 29,327 shares worth $1.41M. The position accounts for 0.29% of the portfolio, ranked #39.

Opal Wealth Advisors first reported a position in EVTR in Q3 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

Opal Wealth Advisors held 29,327 shares of Eaton Vance Total Return Bond ETF worth $1.41M as of Q3 2026.
Opal Wealth Advisors bought 10,000 Eaton Vance Total Return Bond ETF shares in Q3 2026, an estimated $499K.
Eaton Vance Total Return Bond ETF made up 0.29% of Opal Wealth Advisors's portfolio in Q3 2026, its #39 holding.
Opal Wealth Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.