Cambridge Investment Research Advisors
EVMO

Cambridge Investment Research Advisors’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Cambridge Investment Research Advisors’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 		$6.78M Buy
135,667
+4,078
+3% +$205K 0.02% 858
2026
Q1 		$6.62M Buy
131,589
+11,644
+10% +$592K 0.02% 811
2025
Q4 		$6.08M Buy
119,945
+11,334
+10% +$575K 0.02% 819
2025
Q3 		$5.49M Buy
+108,611
New +$5.46M 0.02% 857

Other funds holding EVMO

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
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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
NPAN
Northeast Planning Associates NH Bedford, New Hampshire $133M AUM 26.84% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Cambridge Investment Research Advisors's EVMO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 3.1% in Q2 2026, buying an estimated $205K and bringing the position to 135,667 shares worth $6.78M. The position accounts for 0.02% of the portfolio, ranked #858.

Cambridge Investment Research Advisors first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Cambridge Investment Research Advisors held 135,667 shares of Eaton Vance Mortgage Opportunities ETF worth $6.78M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 4,078 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $205K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #858 holding.
  • Cambridge Investment Research Advisors first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.