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
Q2 		– Sell
-127
Closed -$6.41K – 726
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 $1.89T 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

Costello Asset Management's EVMO Position: Q2 2026 in Review

Costello Asset Management sold out of Eaton Vance Mortgage Opportunities ETF (EVMO) in Q2 2026, closing a stake of 127 shares — an estimated $6.41K sold.

Costello Asset Management first reported a position in EVMO in Q3 2025 and held it in 3 quarters. The position peaked at $6.41K in Q4 2025. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Costello Asset Management reported no remaining Eaton Vance Mortgage Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Costello Asset Management sold 127 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $6.41K.
  • Costello Asset Management first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and held it in 3 quarters.
  • Costello Asset Management's Eaton Vance Mortgage Opportunities ETF position peaked at $6.41K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.