GWP
EVMO

Gateway Wealth Partners’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Gateway Wealth Partners’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 		$4.81M Buy
95,492
+45,240
+90% +$2.3M 0.19% 135
2025
Q4 		$2.55M Buy
+50,252
New +$2.55M 0.28% 98

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

Gateway Wealth Partners's EVMO Position: Q1 2026 in Review

Gateway Wealth Partners increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 90% in Q1 2026, buying an estimated $2.3M and bringing the position to 95,492 shares worth $4.81M. The position accounts for 0.19% of the portfolio, ranked #135.

Gateway Wealth Partners first reported a position in EVMO in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Gateway Wealth Partners held 95,492 shares of Eaton Vance Mortgage Opportunities ETF worth $4.81M as of Q1 2026.
  • Gateway Wealth Partners bought 45,240 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $2.3M.
  • Eaton Vance Mortgage Opportunities ETF made up 0.19% of Gateway Wealth Partners's portfolio in Q1 2026, its #135 holding.
  • Gateway Wealth Partners first reported a position in Eaton Vance Mortgage Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.