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
Q2 		$1.36M Sell
27,276
-611
-2% -$30.7K ﹤0.01% 2738
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 $1.89T 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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Cetera Investment Advisers's EVMO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 2.2% in Q2 2026, selling an estimated $30.7K and leaving 27,276 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Cetera Investment Advisers first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.18M in Q3 2025. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Cetera Investment Advisers held 27,276 shares of Eaton Vance Mortgage Opportunities ETF worth $1.36M as of Q2 2026.
  • Cetera Investment Advisers sold 611 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $30.7K.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2738 holding.
  • Cetera Investment Advisers first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Eaton Vance Mortgage Opportunities ETF position peaked at $2.18M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.