GWSA
EVMO

Global Wealth Strategies & Associates’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-52
Closed -$2.62K – 534
2026
Q1 		$2.62K Sell
52
-23
-31% -$1.17K ﹤0.01% 394
2025
Q4 		$3.81K Buy
+75
New +$3.81K ﹤0.01% 384

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Global Wealth Strategies & Associates's EVMO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Eaton Vance Mortgage Opportunities ETF (EVMO) in Q2 2026, closing a stake of 52 shares — an estimated $2.62K sold.

Global Wealth Strategies & Associates first reported a position in EVMO in Q4 2025 and held it in 2 quarters. The position peaked at $3.81K in Q4 2025. 34 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Eaton Vance Mortgage Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 52 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $2.62K.
  • Global Wealth Strategies & Associates first reported a position in Eaton Vance Mortgage Opportunities ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Eaton Vance Mortgage Opportunities ETF position peaked at $3.81K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.