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Summit Financial Strategies’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Summit Financial Strategies’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 		$2.28M Buy
+47,327
New +$2.36M 0.16% 50

Other funds holding EVTR

SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies's EVTR Position: Q3 2026 in Review

Summit Financial Strategies opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q3 2026: 47,327 shares worth $2.28M. The stake represents 0.16% of the portfolio and ranks #50 among its holdings.

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

  • Summit Financial Strategies held 47,327 shares of Eaton Vance Total Return Bond ETF worth $2.28M as of Q3 2026.
  • Eaton Vance Total Return Bond ETF was a new Summit Financial Strategies position in Q3 2026.
  • Eaton Vance Total Return Bond ETF made up 0.16% of Summit Financial Strategies's portfolio in Q3 2026, its #50 holding.
  • 16 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.