EBA
EVMO

Eagle Bay Advisors’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Eagle Bay Advisors’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 		$3.27M Sell
64,670
-958
-1% -$48.7K 2.88% 5
2025
Q4 		$3.33M Buy
65,628
+1,962
+3% +$99.6K 2.43% 9
2025
Q3 		$3.23M Buy
+63,666
New +$3.2M 2.54% 9

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

Eagle Bay Advisors's EVMO Position: Q1 2026 in Review

Eagle Bay Advisors reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 1.5% in Q1 2026, selling an estimated $48.7K and leaving 64,670 shares worth $3.27M. The position accounts for 2.88% of the portfolio, ranked #5.

Eagle Bay Advisors first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.33M in Q4 2025. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Eagle Bay Advisors held 64,670 shares of Eaton Vance Mortgage Opportunities ETF worth $3.27M as of Q1 2026.
  • Eagle Bay Advisors sold 958 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $48.7K.
  • Eaton Vance Mortgage Opportunities ETF made up 2.88% of Eagle Bay Advisors's portfolio in Q1 2026, its #5 holding.
  • Eagle Bay Advisors first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Eagle Bay Advisors's Eaton Vance Mortgage Opportunities ETF position peaked at $3.33M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.