Victory Financial Group’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Victory Financial Group’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	$6.46M	Sell	127,350 -200,683	-61%	-$10.2M	0.68%	26
2026 Q1	$16.6M	Sell	328,033 -37,430	-10%	-$1.93M	2.04%	11
2025 Q4	$18.8M	Sell	365,463 -4,729	-1%	-$244K	2.37%	9
2025 Q3	$19.1M	Buy	370,192 +36,478	+11%	+$1.86M	2.62%	9
2025 Q2	$17M	Sell	333,714 -1,563	-0.5%	-$78.7K	2.69%	8
2025 Q1	$17M	Buy	335,277 +141,915	+73%	+$7.14M	3.26%	8
2024 Q4	$9.64M	Buy	+193,362	New	+$9.79M	2.53%	9

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 22.96% 1-Year Est. Return

Victory Financial Group's EVTR Position: Q2 2026 in Review

Victory Financial Group reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 61% in Q2 2026, selling an estimated $10.2M and leaving 127,350 shares worth $6.46M. The position accounts for 0.68% of the portfolio, ranked #26.

Victory Financial Group first reported a position in EVTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.1M in Q3 2025. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Victory Financial Group held 127,350 shares of Eaton Vance Total Return Bond ETF worth $6.46M as of Q2 2026.
Victory Financial Group sold 200,683 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $10.2M.
Eaton Vance Total Return Bond ETF made up 0.68% of Victory Financial Group's portfolio in Q2 2026, its #26 holding.
Victory Financial Group first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
Victory Financial Group's Eaton Vance Total Return Bond ETF position peaked at $19.1M in Q3 2025.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.