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 Q3	$4.35M	Sell	90,690 -846	-0.9%	-$41.9K	0.43%	52
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

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Eagle Bay Advisors New York $137M AUM 18.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Elyxium Wealth San Mateo, California $989M AUM 34.28% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

HBW Advisory Services's EVMO Position: Q3 2026 in Review

HBW Advisory Services reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 0.92% in Q3 2026, selling an estimated $41.9K and leaving 90,690 shares worth $4.35M. The position accounts for 0.43% of the portfolio, ranked #52.

HBW Advisory Services first reported a position in EVMO in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.58M in Q2 2026. 18 funds tracked by Wall St. Rank hold EVMO as of Q3 2026.

HBW Advisory Services held 90,690 shares of Eaton Vance Mortgage Opportunities ETF worth $4.35M as of Q3 2026.
HBW Advisory Services sold 846 Eaton Vance Mortgage Opportunities ETF shares in Q3 2026, an estimated $41.9K.
Eaton Vance Mortgage Opportunities ETF made up 0.43% of HBW Advisory Services's portfolio in Q3 2026, its #52 holding.
HBW Advisory Services first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 5 quarters since.
HBW Advisory Services's Eaton Vance Mortgage Opportunities ETF position peaked at $4.58M in Q2 2026.
18 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.