Cetera Investment Advisers
EVMO

Cetera Investment Advisers’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Cetera Investment Advisers’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 		$1.4M Sell
27,887
-7,765
-22% -$395K ﹤0.01% 2605
2025
Q4 		$1.81M Sell
35,652
-7,422
-17% -$377K ﹤0.01% 2301
2025
Q3 		$2.18M Buy
+43,074
New +$2.17M ﹤0.01% 2095

Other funds holding EVMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cetera Investment Advisers's EVMO Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 22% in Q1 2026, selling an estimated $395K and leaving 27,887 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2605.

Cetera Investment Advisers first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.18M in Q3 2025. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Cetera Investment Advisers held 27,887 shares of Eaton Vance Mortgage Opportunities ETF worth $1.4M as of Q1 2026.
  • Cetera Investment Advisers sold 7,765 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $395K.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2605 holding.
  • Cetera Investment Advisers first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Eaton Vance Mortgage Opportunities ETF position peaked at $2.18M in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.