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

IFG Advisory’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 		$514K Buy
+10,289
New +$517K 0.02% 597
2026
Q1 		– Sell
-9,939
Closed -$504K – 919
2025
Q4 		$504K Buy
9,939
+1,752
+21% +$88.9K 0.02% 504
2025
Q3 		$414K Buy
+8,187
New +$412K 0.02% 543

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
Bensler
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Kestra Private Wealth Services
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
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

IFG Advisory's EVMO Position: Q2 2026 in Review

IFG Advisory opened a new position in Eaton Vance Mortgage Opportunities ETF (EVMO) in Q2 2026: 10,289 shares worth $514K. The stake represents 0.02% of the portfolio and ranks #597 among its holdings. This is a return to the name: IFG Advisory previously reported a position in EVMO as recently as Q4 2025.

IFG Advisory first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • IFG Advisory held 10,289 shares of Eaton Vance Mortgage Opportunities ETF worth $514K as of Q2 2026.
  • Eaton Vance Mortgage Opportunities ETF was a new IFG Advisory position in Q2 2026.
  • Eaton Vance Mortgage Opportunities ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #597 holding.
  • IFG Advisory first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.