Root Financial Partners’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Root Financial Partners’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	$23.8K	Buy	+494	New	+$24.7K	﹤0.01%	1463

Other funds holding EVTR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Root Financial Partners's EVTR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q3 2026: 494 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #1463 among its holdings.

170 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

Root Financial Partners held 494 shares of Eaton Vance Total Return Bond ETF worth $23.8K as of Q3 2026.
Eaton Vance Total Return Bond ETF was a new Root Financial Partners position in Q3 2026.
Eaton Vance Total Return Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1463 holding.
170 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.