AI
EVMO

Atria Investments’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Atria Investments’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
Q1 		$3.25M Sell
64,670
-958
-1% -$48.7K 0.04% 516
2025
Q4 		$3.33M Buy
65,628
+1,690
+3% +$85.8K 0.04% 521
2025
Q3 		$3.23M Buy
+63,938
New +$3.22M 0.04% 545

Other funds holding EVMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Atria Investments's EVMO Position: Q1 2026 in Review

Atria Investments reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 1.5% in Q1 2026, selling an estimated $48.7K and leaving 64,670 shares worth $3.25M. The position accounts for 0.04% of the portfolio, ranked #516.

Atria Investments first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.33M in Q4 2025. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Atria Investments held 64,670 shares of Eaton Vance Mortgage Opportunities ETF worth $3.25M as of Q1 2026.
  • Atria Investments sold 958 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $48.7K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.04% of Atria Investments's portfolio in Q1 2026, its #516 holding.
  • Atria Investments first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Atria Investments's Eaton Vance Mortgage Opportunities ETF position peaked at $3.33M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.