Independent Advisor Alliance’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Independent Advisor Alliance’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	$210K	Buy	+4,166	New	+$212K	﹤0.01%	1478

Other funds holding EVMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Independent Advisor Alliance's EVMO Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Eaton Vance Mortgage Opportunities ETF (EVMO) in Q1 2026: 4,166 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1478 among its holdings.

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

Independent Advisor Alliance held 4,166 shares of Eaton Vance Mortgage Opportunities ETF worth $210K as of Q1 2026.
Eaton Vance Mortgage Opportunities ETF was a new Independent Advisor Alliance position in Q1 2026.
Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1478 holding.
66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.