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Eaton Vance Total Return Bond Etf shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Eaton Vance Total Return Bond Etf (EVTR) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co 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 Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $567k 11k 50.71

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Eaton Vance Total Return Bond Etf

Morgan Stanley
Ameriprise Financial
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Bank of America Corporation
LPL Financial
FMR
Raymond James Financial
Prodigy Asset Management
Advisor Group Holdings
Envestnet Asset Management
Pnc Financial Services
Provenance Wealth Advisors
ALPS Advisors
Janney Montgomery Scott
HighTower Advisors

View all funds holding Eaton Vance Total Return Bond Etf