CAC
EVMO

Certified Advisory Corp’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Certified Advisory Corp’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 		$2.87M Buy
57,386
+11,483
+25% +$577K 0.23% 100
2026
Q1 		$2.31M Buy
45,903
+3,245
+8% +$165K 0.21% 110
2025
Q4 		$2.16M Buy
+42,658
New +$2.17M 0.2% 117

Other funds holding EVMO

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Certified Advisory Corp's EVMO Position: Q2 2026 in Review

Certified Advisory Corp increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 25% in Q2 2026, buying an estimated $577K and bringing the position to 57,386 shares worth $2.87M. The position accounts for 0.23% of the portfolio, ranked #100.

Certified Advisory Corp first reported a position in EVMO in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Certified Advisory Corp held 57,386 shares of Eaton Vance Mortgage Opportunities ETF worth $2.87M as of Q2 2026.
  • Certified Advisory Corp bought 11,483 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $577K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.23% of Certified Advisory Corp's portfolio in Q2 2026, its #100 holding.
  • Certified Advisory Corp first reported a position in Eaton Vance Mortgage Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.