AWM
EVMO

Activest Wealth Management’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Activest Wealth Management’s Portfolio EVMO Stock Details EVMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17K Hold
340
– – ﹤0.01% 477
2026
Q1 		$17.1K Hold
340
– – ﹤0.01% 564
2025
Q4 		$17.3K Hold
340
– – ﹤0.01% 547
2025
Q3 		$17.2K Buy
+340
New +$17.1K ﹤0.01% 406

Other funds holding EVMO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Activest Wealth Management's EVMO Position: Q2 2026 in Review

Activest Wealth Management held its Eaton Vance Mortgage Opportunities ETF (EVMO) position steady in Q2 2026 at 340 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Activest Wealth Management first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.3K in Q4 2025. 8 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Activest Wealth Management held 340 shares of Eaton Vance Mortgage Opportunities ETF worth $17K as of Q2 2026.
  • Activest Wealth Management left its Eaton Vance Mortgage Opportunities ETF share count unchanged in Q2 2026.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #477 holding.
  • Activest Wealth Management first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Eaton Vance Mortgage Opportunities ETF position peaked at $17.3K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.