Corient Private Wealth
EVMO

Corient Private Wealth’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Corient Private Wealth’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
2025
Q4 		– Sell
-75,066
Closed -$3.79M – 2869
2025
Q3 		$3.79M Buy
+75,066
New +$3.77M 0.01% 811

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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Corient Private Wealth's EVMO Position: Q4 2025 in Review

Corient Private Wealth sold out of Eaton Vance Mortgage Opportunities ETF (EVMO) in Q4 2025, closing a stake of 75,066 shares — an estimated $3.79M sold.

Corient Private Wealth first reported a position in EVMO in Q3 2025 and held it in 1 quarter. The position peaked at $3.79M in Q3 2025. 59 funds tracked by Wall St. Rank hold EVMO as of Q4 2025.

  • Corient Private Wealth reported no remaining Eaton Vance Mortgage Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 75,066 Eaton Vance Mortgage Opportunities ETF shares in Q4 2025, an estimated $3.79M.
  • Corient Private Wealth first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and held it in 1 quarter.
  • Corient Private Wealth's Eaton Vance Mortgage Opportunities ETF position peaked at $3.79M in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.