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 Q3	$1.67M	Buy	34,708 +1,754	+5%	+$87.6K	0.19%	99
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

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

Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 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

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 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

SeaCrest Wealth Management's EVTR Position: Q3 2026 in Review

SeaCrest Wealth Management increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 5.3% in Q3 2026, buying an estimated $87.6K and bringing the position to 34,708 shares worth $1.67M. The position accounts for 0.19% of the portfolio, ranked #99.

SeaCrest Wealth Management first reported a position in EVTR in Q3 2024 and has held it in 9 quarters since. 119 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

SeaCrest Wealth Management held 34,708 shares of Eaton Vance Total Return Bond ETF worth $1.67M as of Q3 2026.
SeaCrest Wealth Management bought 1,754 Eaton Vance Total Return Bond ETF shares in Q3 2026, an estimated $87.6K.
Eaton Vance Total Return Bond ETF made up 0.19% of SeaCrest Wealth Management's portfolio in Q3 2026, its #99 holding.
SeaCrest Wealth Management first reported a position in Eaton Vance Total Return Bond ETF in Q3 2024 and has held it in 9 quarters since.
119 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.