IAA
EVMO

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
Q2 		– Sell
-4,166
Closed -$210K – 1685
2026
Q1 		$210K Buy
+4,166
New +$212K ﹤0.01% 1478

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
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
KPWS
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Independent Advisor Alliance's EVMO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Eaton Vance Mortgage Opportunities ETF (EVMO) in Q2 2026, closing a stake of 4,166 shares — an estimated $210K sold.

Independent Advisor Alliance first reported a position in EVMO in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Eaton Vance Mortgage Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,166 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $210K.
  • Independent Advisor Alliance first reported a position in Eaton Vance Mortgage Opportunities ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Eaton Vance Mortgage Opportunities ETF position peaked at $210K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.