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

AssetMark Inc’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	$3.9K	Buy	+78	New	+$3.92K	﹤0.01%	2765

Other funds holding EVMO

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc's EVMO Position: Q2 2026 in Review

AssetMark Inc opened a new position in Eaton Vance Mortgage Opportunities ETF (EVMO) in Q2 2026: 78 shares worth $3.9K. The stake represents ﹤0.01% of the portfolio and ranks #2765 among its holdings.

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

AssetMark Inc held 78 shares of Eaton Vance Mortgage Opportunities ETF worth $3.9K as of Q2 2026.
Eaton Vance Mortgage Opportunities ETF was a new AssetMark Inc position in Q2 2026.
Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2765 holding.
40 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.