Wealth Enhancement Advisory Services
EVTR icon

Wealth Enhancement Advisory Services’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.19M Buy
+23,659
New +$1.2M ﹤0.01% 1946

Other funds holding EVTR

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's EVTR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q2 2026: 23,659 shares worth $1.19M. The stake represents ﹤0.01% of the portfolio and ranks #1946 among its holdings.

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

  • Wealth Enhancement Advisory Services held 23,659 shares of Eaton Vance Total Return Bond ETF worth $1.19M as of Q2 2026.
  • Eaton Vance Total Return Bond ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1946 holding.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.