ALPS Advisors
EVMO icon

ALPS Advisors’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

ALPS Advisors’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
Q3 		$6.22M Buy
129,740
+107,280
+478% +$5.31M 0.03% 244
2026
Q2 		$1.12M Sell
22,460
-220
-1% -$11.1K 0.01% 670
2026
Q1 		$1.14M Buy
+22,680
New +$1.15M 0.01% 564

Other funds holding EVMO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

ALPS Advisors's EVMO Position: Q3 2026 in Review

ALPS Advisors increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 478% in Q3 2026, buying an estimated $5.31M and bringing the position to 129,740 shares worth $6.22M. The position accounts for 0.03% of the portfolio, ranked #244.

ALPS Advisors first reported a position in EVMO in Q1 2026 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold EVMO as of Q3 2026.

  • ALPS Advisors held 129,740 shares of Eaton Vance Mortgage Opportunities ETF worth $6.22M as of Q3 2026.
  • ALPS Advisors bought 107,280 Eaton Vance Mortgage Opportunities ETF shares in Q3 2026, an estimated $5.31M.
  • Eaton Vance Mortgage Opportunities ETF made up 0.03% of ALPS Advisors's portfolio in Q3 2026, its #244 holding.
  • ALPS Advisors first reported a position in Eaton Vance Mortgage Opportunities ETF in Q1 2026 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.