Commonwealth Equity Services
EVMO

Commonwealth Equity Services’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Commonwealth Equity Services’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 		$2.78M Sell
55,690
-17,511
-24% -$881K ﹤0.01% 1834
2026
Q1 		$3.68M Sell
73,201
-199,404
-73% -$10.1M 0.01% 1553
2025
Q4 		$13.8M Sell
272,605
-133,350
-33% -$6.77M 0.02% 736
2025
Q3 		$20.5M Buy
+405,955
New +$20.4M 0.03% 566

Other funds holding EVMO

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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Commonwealth Equity Services's EVMO Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 24% in Q2 2026, selling an estimated $881K and leaving 55,690 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Commonwealth Equity Services first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.5M in Q3 2025. 28 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Commonwealth Equity Services held 55,690 shares of Eaton Vance Mortgage Opportunities ETF worth $2.78M as of Q2 2026.
  • Commonwealth Equity Services sold 17,511 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $881K.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1834 holding.
  • Commonwealth Equity Services first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's Eaton Vance Mortgage Opportunities ETF position peaked at $20.5M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.