AssetMark Inc’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-78
Closed -$3.9K – 3941
2026
Q2
$3.9K Buy
+78
New +$3.92K ﹤0.01% 2765

Other funds holding EVMO

AssetMark Inc's EVMO Position: Q3 2026 in Review

AssetMark Inc sold out of Eaton Vance Mortgage Opportunities ETF (EVMO) in Q3 2026, closing a stake of 78 shares — an estimated $3.9K sold.

AssetMark Inc first reported a position in EVMO in Q2 2026 and held it in 1 quarter. The position peaked at $3.9K in Q2 2026. 13 funds tracked by Wall St. Rank hold EVMO as of Q3 2026.

  • AssetMark Inc reported no remaining Eaton Vance Mortgage Opportunities ETF position as of Q3 2026 after selling out during the quarter.
  • AssetMark Inc sold 78 Eaton Vance Mortgage Opportunities ETF shares in Q3 2026, an estimated $3.9K.
  • AssetMark Inc first reported a position in Eaton Vance Mortgage Opportunities ETF in Q2 2026 and held it in 1 quarter.
  • AssetMark Inc's Eaton Vance Mortgage Opportunities ETF position peaked at $3.9K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.