CAM
EVMO

Costello Asset Management’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Costello Asset Management’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 		$6.41K Buy
127
+1
+0.8% +$51 ﹤0.01% 531
2025
Q4 		$6.41K Buy
126
+66
+110% +$3.35K ﹤0.01% 519
2025
Q3 		$3.03K Buy
+60
New +$3.02K ﹤0.01% 594

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 $969M AUM 20.69% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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 $298M AUM 9.4% 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

Costello Asset Management's EVMO Position: Q1 2026 in Review

Costello Asset Management increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 0.79% in Q1 2026, buying an estimated $51 and bringing the position to 127 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Costello Asset Management first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.41K in Q4 2025. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Costello Asset Management held 127 shares of Eaton Vance Mortgage Opportunities ETF worth $6.41K as of Q1 2026.
  • Costello Asset Management bought 1 Eaton Vance Mortgage Opportunities ETF share in Q1 2026, an estimated $51.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #531 holding.
  • Costello Asset Management first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Costello Asset Management's Eaton Vance Mortgage Opportunities ETF position peaked at $6.41K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.