Waverly Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Waverly 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	$373K	Buy	+7,359	New	+$374K	﹤0.01%	1305

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

Waverly Advisors's EVTR Position: Q2 2026 in Review

Waverly Advisors opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q2 2026: 7,359 shares worth $373K. The stake represents ﹤0.01% of the portfolio and ranks #1305 among its holdings.

186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

Waverly Advisors held 7,359 shares of Eaton Vance Total Return Bond ETF worth $373K as of Q2 2026.
Eaton Vance Total Return Bond ETF was a new Waverly Advisors position in Q2 2026.
Eaton Vance Total Return Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1305 holding.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.