AWM
EVMO

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

AE 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 		$16.5K Buy
+330
New +$16.6K ﹤0.01% 2294

Other funds holding EVMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

AE Wealth Management opened a new position in Eaton Vance Mortgage Opportunities ETF (EVMO) in Q2 2026: 330 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #2294 among its holdings.

69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • AE Wealth Management held 330 shares of Eaton Vance Mortgage Opportunities ETF worth $16.5K as of Q2 2026.
  • Eaton Vance Mortgage Opportunities ETF was a new AE Wealth Management position in Q2 2026.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2294 holding.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.