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Triumph Capital Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Triumph Capital 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 		$10.1K Hold
200
– – ﹤0.01% 1149
2026
Q1 		$10.2K Hold
200
– – ﹤0.01% 1118
2025
Q4 		$10.3K Buy
+200
New +$10.3K ﹤0.01% 1070

Other funds holding EVTR

PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 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
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Triumph Capital Management's EVTR Position: Q2 2026 in Review

Triumph Capital Management held its Eaton Vance Total Return Bond ETF (EVTR) position steady in Q2 2026 at 200 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Triumph Capital Management first reported a position in EVTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.3K in Q4 2025. 42 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Triumph Capital Management held 200 shares of Eaton Vance Total Return Bond ETF worth $10.1K as of Q2 2026.
  • Triumph Capital Management left its Eaton Vance Total Return Bond ETF share count unchanged in Q2 2026.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1149 holding.
  • Triumph Capital Management first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Eaton Vance Total Return Bond ETF position peaked at $10.3K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.