BI
EVMO

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

Berkeley 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 		$9.48M Sell
189,627
-13,778
-7% -$693K 2.97% 9
2026
Q1 		$10.2M Sell
203,405
-110,803
-35% -$5.63M 3.43% 8
2025
Q4 		$15.9M Buy
314,208
+1,132
+0.4% +$57.5K 5.07% 4
2025
Q3 		$15.8M Buy
+313,076
New +$15.7M 5.09% 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
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
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

Berkeley Inc's EVMO Position: Q2 2026 in Review

Berkeley Inc reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 6.8% in Q2 2026, selling an estimated $693K and leaving 189,627 shares worth $9.48M. The position accounts for 2.97% of the portfolio, ranked #9.

Berkeley Inc first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.9M in Q4 2025. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Berkeley Inc held 189,627 shares of Eaton Vance Mortgage Opportunities ETF worth $9.48M as of Q2 2026.
  • Berkeley Inc sold 13,778 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $693K.
  • Eaton Vance Mortgage Opportunities ETF made up 2.97% of Berkeley Inc's portfolio in Q2 2026, its #9 holding.
  • Berkeley Inc first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Berkeley Inc's Eaton Vance Mortgage Opportunities ETF position peaked at $15.9M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.