IA
EVMO

IFP Advisors’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

IFP Advisors’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 		$4.28M Buy
+85,091
New +$4.32M 0.09% 250

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 $969M AUM 20.69% 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 $298M AUM 9.4% 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

IFP Advisors's EVMO Position: Q1 2026 in Review

IFP Advisors opened a new position in Eaton Vance Mortgage Opportunities ETF (EVMO) in Q1 2026: 85,091 shares worth $4.28M. The stake represents 0.09% of the portfolio and ranks #250 among its holdings.

66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • IFP Advisors held 85,091 shares of Eaton Vance Mortgage Opportunities ETF worth $4.28M as of Q1 2026.
  • Eaton Vance Mortgage Opportunities ETF was a new IFP Advisors position in Q1 2026.
  • Eaton Vance Mortgage Opportunities ETF made up 0.09% of IFP Advisors's portfolio in Q1 2026, its #250 holding.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.