BFG
EVMO

Bleakley Financial Group’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Bleakley Financial Group’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 		$8.98M Buy
179,602
+5,917
+3% +$298K 0.11% 136
2026
Q1 		$8.74M Sell
173,685
-14,226
-8% -$723K 0.14% 123
2025
Q4 		$9.53M Buy
+187,911
New +$9.54M 0.17% 103

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

Bleakley Financial Group's EVMO Position: Q2 2026 in Review

Bleakley Financial Group increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 3.4% in Q2 2026, buying an estimated $298K and bringing the position to 179,602 shares worth $8.98M. The position accounts for 0.11% of the portfolio, ranked #136.

Bleakley Financial Group first reported a position in EVMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.53M in Q4 2025. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Bleakley Financial Group held 179,602 shares of Eaton Vance Mortgage Opportunities ETF worth $8.98M as of Q2 2026.
  • Bleakley Financial Group bought 5,917 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $298K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.11% of Bleakley Financial Group's portfolio in Q2 2026, its #136 holding.
  • Bleakley Financial Group first reported a position in Eaton Vance Mortgage Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Bleakley Financial Group's Eaton Vance Mortgage Opportunities ETF position peaked at $9.53M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.