GIA
EVMO

Gladstone Institutional Advisory’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Gladstone Institutional Advisory’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 		$901K Sell
18,021
-879
-5% -$44.2K 0.03% 437
2026
Q1 		$951K Sell
18,900
-768
-4% -$39K 0.04% 380
2025
Q4 		$998K Buy
+19,668
New +$998K 0.04% 366

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

Gladstone Institutional Advisory's EVMO Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 4.7% in Q2 2026, selling an estimated $44.2K and leaving 18,021 shares worth $901K. The position accounts for 0.03% of the portfolio, ranked #437.

Gladstone Institutional Advisory first reported a position in EVMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $998K in Q4 2025. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Gladstone Institutional Advisory held 18,021 shares of Eaton Vance Mortgage Opportunities ETF worth $901K as of Q2 2026.
  • Gladstone Institutional Advisory sold 879 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $44.2K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #437 holding.
  • Gladstone Institutional Advisory first reported a position in Eaton Vance Mortgage Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Gladstone Institutional Advisory's Eaton Vance Mortgage Opportunities ETF position peaked at $998K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.