Wintrust Investments’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Wintrust Investments’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
2024 Q4	$78K	Buy	+1,564	New	+$79.2K	0.07%	193

Other funds holding EVTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Wintrust Investments's EVTR Position: Q4 2024 in Review

Wintrust Investments opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q4 2024: 1,564 shares worth $78K. The stake represents 0.07% of the portfolio and ranks #193 among its holdings.

81 funds tracked by Wall St. Rank hold EVTR as of Q4 2024.

Wintrust Investments held 1,564 shares of Eaton Vance Total Return Bond ETF worth $78K as of Q4 2024.
Eaton Vance Total Return Bond ETF was a new Wintrust Investments position in Q4 2024.
Eaton Vance Total Return Bond ETF made up 0.07% of Wintrust Investments's portfolio in Q4 2024, its #193 holding.
81 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.