AW
EVMO

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

Atlas Wealth’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 		$774K Sell
15,484
-6,848
-31% -$344K 0.11% 104
2026
Q1 		$1.12M Sell
22,332
-1,793
-7% -$91.1K 0.34% 58
2025
Q4 		$1.22M Sell
24,125
-5,021
-17% -$255K 0.37% 54
2025
Q3 		$1.47M Buy
+29,146
New +$1.47M 0.48% 47

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

Atlas Wealth's EVMO Position: Q2 2026 in Review

Atlas Wealth reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 31% in Q2 2026, selling an estimated $344K and leaving 15,484 shares worth $774K. The position accounts for 0.11% of the portfolio, ranked #104.

Atlas Wealth first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.47M in Q3 2025. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Atlas Wealth held 15,484 shares of Eaton Vance Mortgage Opportunities ETF worth $774K as of Q2 2026.
  • Atlas Wealth sold 6,848 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $344K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.11% of Atlas Wealth's portfolio in Q2 2026, its #104 holding.
  • Atlas Wealth first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Atlas Wealth's Eaton Vance Mortgage Opportunities ETF position peaked at $1.47M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.