HWP
EVMO

Highline Wealth Partners’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Highline Wealth Partners’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
-118
Closed -$5.95K – 1507
2026
Q1 		$5.95K Buy
118
+1
+0.9% +$51 ﹤0.01% 672
2025
Q4 		$5.95K Buy
117
+2
+2% +$102 ﹤0.01% 511
2025
Q3 		$5.83K Buy
+115
New +$5.78K ﹤0.01% 535

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

Highline Wealth Partners's EVMO Position: Q2 2026 in Review

Highline Wealth Partners sold out of Eaton Vance Mortgage Opportunities ETF (EVMO) in Q2 2026, closing a stake of 118 shares — an estimated $5.95K sold.

Highline Wealth Partners first reported a position in EVMO in Q3 2025 and held it in 3 quarters. The position peaked at $5.95K in Q4 2025. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Highline Wealth Partners reported no remaining Eaton Vance Mortgage Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 118 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $5.95K.
  • Highline Wealth Partners first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and held it in 3 quarters.
  • Highline Wealth Partners's Eaton Vance Mortgage Opportunities ETF position peaked at $5.95K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.