Stratos Wealth Partners’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Stratos Wealth 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 Q1	$913K	Buy	17,995 +7,572	+73%	+$390K	0.01%	829
2025 Q4	$537K	Buy	10,423 +1,404	+16%	+$72.5K	0.01%	1023
2025 Q3	$464K	Buy	9,019 +2,379	+36%	+$122K	0.01%	1051
2025 Q2	$338K	Buy	6,640 +1,430	+27%	+$72K	﹤0.01%	1092
2025 Q1	$264K	Buy	+5,210	New	+$262K	﹤0.01%	1146

Other funds holding EVTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Partners's EVTR Position: Q1 2026 in Review

Stratos Wealth Partners increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 73% in Q1 2026, buying an estimated $390K and bringing the position to 17,995 shares worth $913K. The position accounts for 0.01% of the portfolio, ranked #829.

Stratos Wealth Partners first reported a position in EVTR in Q1 2025 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

Stratos Wealth Partners held 17,995 shares of Eaton Vance Total Return Bond ETF worth $913K as of Q1 2026.
Stratos Wealth Partners bought 7,572 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $390K.
Eaton Vance Total Return Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #829 holding.
Stratos Wealth Partners first reported a position in Eaton Vance Total Return Bond ETF in Q1 2025 and has held it in 5 quarters since.
176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.