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 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 $1.66T 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

United Capital Financial Advisors's EVTR Position: Q1 2026 in Review

United Capital Financial Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 0.73% in Q1 2026, buying an estimated $42.8K and bringing the position to 115,110 shares worth $5.84M. The position accounts for 0.04% of the portfolio, ranked #332.

United Capital Financial Advisors first reported a position in EVTR in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.88M in Q4 2025. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

United Capital Financial Advisors held 115,110 shares of Eaton Vance Total Return Bond ETF worth $5.84M as of Q1 2026.
United Capital Financial Advisors bought 831 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $42.8K.
Eaton Vance Total Return Bond ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #332 holding.
United Capital Financial Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q4 2025 and has held it in 2 quarters since.
United Capital Financial Advisors's Eaton Vance Total Return Bond ETF position peaked at $5.88M in Q4 2025.
176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.