HAS
EVMO

HBW Advisory Services’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

HBW Advisory Services’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 		$4.58M Buy
91,536
+4,352
+5% +$219K 0.41% 54
2026
Q1 		$4.39M Sell
87,184
-1,228
-1% -$62.4K 0.46% 48
2025
Q4 		$4.49M Buy
88,412
+8,258
+10% +$419K 0.49% 41
2025
Q3 		$4.05M Buy
+80,154
New +$4.03M 0.46% 49

Other funds holding EVMO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

HBW Advisory Services's EVMO Position: Q2 2026 in Review

HBW Advisory Services increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 5% in Q2 2026, buying an estimated $219K and bringing the position to 91,536 shares worth $4.58M. The position accounts for 0.41% of the portfolio, ranked #54.

HBW Advisory Services first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • HBW Advisory Services held 91,536 shares of Eaton Vance Mortgage Opportunities ETF worth $4.58M as of Q2 2026.
  • HBW Advisory Services bought 4,352 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $219K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.41% of HBW Advisory Services's portfolio in Q2 2026, its #54 holding.
  • HBW Advisory Services first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.