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EVMO

Bensler’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Bensler’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 		$47.1M Buy
941,741
+95,012
+11% +$4.78M 4.16% 3
2026
Q1 		$42.6M Buy
846,729
+139,676
+20% +$7.1M 4.4% 2
2025
Q4 		$35.9M Buy
707,053
+75,532
+12% +$3.83M 3.59% 5
2025
Q3 		$31.9M Buy
+631,521
New +$31.8M 3.32% 4

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bensler's EVMO Position: Q2 2026 in Review

Bensler increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 11% in Q2 2026, buying an estimated $4.78M and bringing the position to 941,741 shares worth $47.1M. The position accounts for 4.16% of the portfolio, ranked #3.

Bensler first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Bensler held 941,741 shares of Eaton Vance Mortgage Opportunities ETF worth $47.1M as of Q2 2026.
  • Bensler bought 95,012 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $4.78M.
  • Eaton Vance Mortgage Opportunities ETF made up 4.16% of Bensler's portfolio in Q2 2026, its #3 holding.
  • Bensler first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.