SeaCrest Wealth Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

SeaCrest Wealth Management’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	$1.67M	Buy	32,954 +5,297	+19%	+$269K	0.19%	103
2026 Q1	$1.4M	Buy	27,657 +720	+3%	+$37.1K	0.15%	124
2025 Q4	$1.39M	Buy	26,937 +1,682	+7%	+$86.9K	0.14%	131
2025 Q3	$1.3M	Buy	25,255 +8,187	+48%	+$419K	0.14%	138
2025 Q2	$868K	Buy	17,068 +2,351	+16%	+$118K	0.09%	197
2025 Q1	$745K	Buy	14,717 +6,193	+73%	+$312K	0.08%	237
2024 Q4	$425K	Buy	8,524 +2,311	+37%	+$117K	0.04%	386
2024 Q3	$322K	Buy	+6,213	New	+$318K	0.03%	469

Other funds holding EVTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SeaCrest Wealth Management's EVTR Position: Q2 2026 in Review

SeaCrest Wealth Management increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 19% in Q2 2026, buying an estimated $269K and bringing the position to 32,954 shares worth $1.67M. The position accounts for 0.19% of the portfolio, ranked #103.

SeaCrest Wealth Management first reported a position in EVTR in Q3 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

SeaCrest Wealth Management held 32,954 shares of Eaton Vance Total Return Bond ETF worth $1.67M as of Q2 2026.
SeaCrest Wealth Management bought 5,297 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $269K.
Eaton Vance Total Return Bond ETF made up 0.19% of SeaCrest Wealth Management's portfolio in Q2 2026, its #103 holding.
SeaCrest Wealth Management first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.