Envestnet Asset Management
EVMO

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

Envestnet 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 		$5.03M Sell
100,596
-5,820
-5% -$293K ﹤0.01% 2456
2026
Q1 		$5.35M Buy
106,416
+7,510
+8% +$382K ﹤0.01% 2276
2025
Q4 		$5.02M Sell
98,906
-3,359
-3% -$170K ﹤0.01% 2170
2025
Q3 		$5.17M Buy
+102,265
New +$5.14M ﹤0.01% 2215

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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

Envestnet Asset Management reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 5.5% in Q2 2026, selling an estimated $293K and leaving 100,596 shares worth $5.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

Envestnet Asset Management first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.35M in Q1 2026. 40 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Envestnet Asset Management held 100,596 shares of Eaton Vance Mortgage Opportunities ETF worth $5.03M as of Q2 2026.
  • Envestnet Asset Management sold 5,820 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $293K.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2456 holding.
  • Envestnet Asset Management first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's Eaton Vance Mortgage Opportunities ETF position peaked at $5.35M in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.