United Capital Financial Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

United Capital Financial 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 Q2	$5.87M	Buy	115,742 +632	+0.5%	+$32.1K	0.03%	348
2026 Q1	$5.84M	Buy	115,110 +831	+0.7%	+$42.8K	0.04%	332
2025 Q4	$5.88M	Buy	+114,279	New	+$5.9M	0.04%	327

Other funds holding EVTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

United Capital Financial Advisors's EVTR Position: Q2 2026 in Review

United Capital Financial Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 0.55% in Q2 2026, buying an estimated $32.1K and bringing the position to 115,742 shares worth $5.87M. The position accounts for 0.03% of the portfolio, ranked #348.

United Capital Financial Advisors first reported a position in EVTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.88M in Q4 2025. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

United Capital Financial Advisors held 115,742 shares of Eaton Vance Total Return Bond ETF worth $5.87M as of Q2 2026.
United Capital Financial Advisors bought 632 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $32.1K.
Eaton Vance Total Return Bond ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #348 holding.
United Capital Financial Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
United Capital Financial Advisors's Eaton Vance Total Return Bond ETF position peaked at $5.88M in Q4 2025.
187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.