SWM
EVTR icon

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

PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return