IA
EVMO

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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

IFG Advisory's EVMO Position: Q1 2026 in Review

IFG Advisory sold out of Eaton Vance Mortgage Opportunities ETF (EVMO) in Q1 2026, closing a stake of 9,939 shares — an estimated $504K sold.

IFG Advisory first reported a position in EVMO in Q3 2025 and held it in 2 quarters. The position peaked at $504K in Q4 2025. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • IFG Advisory reported no remaining Eaton Vance Mortgage Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 9,939 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $504K.
  • IFG Advisory first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and held it in 2 quarters.
  • IFG Advisory's Eaton Vance Mortgage Opportunities ETF position peaked at $504K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.