CPIG
EVMO

Chicago Partners Investment Group’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Chicago Partners Investment Group’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 		$946K Sell
19,047
-203
-1% -$10.2K 0.02% 684
2026
Q1 		$974K Buy
19,250
+4,458
+30% +$227K 0.02% 566
2025
Q4 		$752K Buy
14,792
+9,079
+159% +$461K 0.02% 558
2025
Q3 		$291K Buy
+5,713
New +$287K 0.01% 966

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

Chicago Partners Investment Group's EVMO Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 1.1% in Q2 2026, selling an estimated $10.2K and leaving 19,047 shares worth $946K. The position accounts for 0.02% of the portfolio, ranked #684.

Chicago Partners Investment Group first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $974K in Q1 2026. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Chicago Partners Investment Group held 19,047 shares of Eaton Vance Mortgage Opportunities ETF worth $946K as of Q2 2026.
  • Chicago Partners Investment Group sold 203 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $10.2K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #684 holding.
  • Chicago Partners Investment Group first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Chicago Partners Investment Group's Eaton Vance Mortgage Opportunities ETF position peaked at $974K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.