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Eaton Vance Total Return Bond Etf shares owned by Summit Financial

Quarter-by-quarter ownership of Eaton Vance Total Return Bond Etf (EVTR) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Eaton Vance Total Return Bond Etf

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Total Return Bond Etf held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Total Return Bond Etf by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 32k 51.45

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Eaton Vance Total Return Bond Etf

Morgan Stanley
FMR
Wells Fargo & Company
Ameriprise Financial
LPL Financial
Advisor Group Holdings
Prodigy Asset Management
Raymond James Financial
Janney Montgomery Scott
Envestnet Asset Management
Horizon Wealth Management
Pnc Financial Services
HighTower Advisors
Northwestern Mutual Wealth Management Company
Strategic Planning Group

View all funds holding Eaton Vance Total Return Bond Etf