U.S. Capital Wealth Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

U.S. Capital Wealth Advisors’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	$3.52M	Buy	69,323 +2,230	+3%	+$115K	0.09%	241
2025 Q4	$3.46M	Buy	+67,093	New	+$3.47M	0.09%	237

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

U.S. Capital Wealth Advisors's EVTR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 3.3% in Q1 2026, buying an estimated $115K and bringing the position to 69,323 shares worth $3.52M. The position accounts for 0.09% of the portfolio, ranked #241.

U.S. Capital Wealth Advisors first reported a position in EVTR in Q4 2025 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

U.S. Capital Wealth Advisors held 69,323 shares of Eaton Vance Total Return Bond ETF worth $3.52M as of Q1 2026.
U.S. Capital Wealth Advisors bought 2,230 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $115K.
Eaton Vance Total Return Bond ETF made up 0.09% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #241 holding.
U.S. Capital Wealth Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 2 quarters since.
177 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.