HWAM
EVMO

Hennion & Walsh Asset Management’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Hennion & Walsh Asset Management’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 		$10.4M Buy
208,147
+11,384
+6% +$572K 0.3% 67
2026
Q1 		$9.9M Buy
196,763
+5,670
+3% +$288K 0.33% 54
2025
Q4 		$9.7M Buy
191,093
+10,271
+6% +$521K 0.33% 54
2025
Q3 		$9.14M Buy
+180,822
New +$9.09M 0.33% 46

Other funds holding EVMO

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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
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
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 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

Hennion & Walsh Asset Management's EVMO Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 5.8% in Q2 2026, buying an estimated $572K and bringing the position to 208,147 shares worth $10.4M. The position accounts for 0.3% of the portfolio, ranked #67.

Hennion & Walsh Asset Management first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Hennion & Walsh Asset Management held 208,147 shares of Eaton Vance Mortgage Opportunities ETF worth $10.4M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 11,384 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $572K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.3% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #67 holding.
  • Hennion & Walsh Asset Management first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.