IFP Advisors
EVMO icon

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
Q3 		$4.6M Buy
95,843
+6,233
+7% +$309K 0.08% 275
2026
Q2 		$4.48M Buy
89,610
+4,519
+5% +$227K 0.08% 281
2026
Q1 		$4.28M Buy
+85,091
New +$4.32M 0.09% 250

Other funds holding EVMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
American National Bank of Texas
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
Eagle Bay Advisors
Eagle Bay Advisors New York $137M AUM 18.51% 1-Year Est. Return

IFP Advisors's EVMO Position: Q3 2026 in Review

IFP Advisors increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 7% in Q3 2026, buying an estimated $309K and bringing the position to 95,843 shares worth $4.6M. The position accounts for 0.08% of the portfolio, ranked #275.

IFP Advisors first reported a position in EVMO in Q1 2026 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold EVMO as of Q3 2026.

  • IFP Advisors held 95,843 shares of Eaton Vance Mortgage Opportunities ETF worth $4.6M as of Q3 2026.
  • IFP Advisors bought 6,233 Eaton Vance Mortgage Opportunities ETF shares in Q3 2026, an estimated $309K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.08% of IFP Advisors's portfolio in Q3 2026, its #275 holding.
  • IFP Advisors first reported a position in Eaton Vance Mortgage Opportunities ETF in Q1 2026 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.