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

Park Edge 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
2025
Q2 		– Sell
-4,557
Closed -$231K – 150
2025
Q1 		$231K Buy
+4,557
New +$229K 0.06% 123

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Park Edge Advisors's EVTR Position: Q2 2025 in Review

Park Edge Advisors sold out of Eaton Vance Total Return Bond ETF (EVTR) in Q2 2025, closing a stake of 4,557 shares — an estimated $231K sold.

Park Edge Advisors first reported a position in EVTR in Q1 2025 and held it in 1 quarter. The position peaked at $231K in Q1 2025. 113 funds tracked by Wall St. Rank hold EVTR as of Q2 2025.

  • Park Edge Advisors reported no remaining Eaton Vance Total Return Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Park Edge Advisors sold 4,557 Eaton Vance Total Return Bond ETF shares in Q2 2025, an estimated $231K.
  • Park Edge Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and held it in 1 quarter.
  • Park Edge Advisors's Eaton Vance Total Return Bond ETF position peaked at $231K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2025.

Based on Park Edge Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.