FCMA
EVMO

Foresight Capital Management Advisors’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Foresight Capital Management 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 		– Sell
-11,562
Closed -$587K – 109
2025
Q4 		$587K Buy
11,562
+5,822
+101% +$296K 0.32% 49
2025
Q3 		$290K Buy
+5,740
New +$289K 0.16% 65

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

Foresight Capital Management Advisors's EVMO Position: Q1 2026 in Review

Foresight Capital Management Advisors sold out of Eaton Vance Mortgage Opportunities ETF (EVMO) in Q1 2026, closing a stake of 11,562 shares — an estimated $587K sold.

Foresight Capital Management Advisors first reported a position in EVMO in Q3 2025 and held it in 2 quarters. The position peaked at $587K in Q4 2025. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Foresight Capital Management Advisors reported no remaining Eaton Vance Mortgage Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Foresight Capital Management Advisors sold 11,562 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $587K.
  • Foresight Capital Management Advisors first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and held it in 2 quarters.
  • Foresight Capital Management Advisors's Eaton Vance Mortgage Opportunities ETF position peaked at $587K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.