Carson Wealth (CWM LLC)
EVMO

Carson Wealth (CWM LLC)’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.45K Hold
148
– – ﹤0.01% 4899
2025
Q4 		$8K Hold
148
– – ﹤0.01% 4680
2025
Q3 		$7K Buy
+148
New +$7.44K ﹤0.01% 4652

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Carson Wealth (CWM LLC)'s EVMO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Eaton Vance Mortgage Opportunities ETF (EVMO) position steady in Q1 2026 at 148 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #4899.

Carson Wealth (CWM LLC) first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $8K in Q4 2025. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 148 shares of Eaton Vance Mortgage Opportunities ETF worth $7.45K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Eaton Vance Mortgage Opportunities ETF share count unchanged in Q1 2026.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4899 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Eaton Vance Mortgage Opportunities ETF position peaked at $8K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.