ISFAN
EVMO

Investor's Fiduciary Advisor Network’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Investor's Fiduciary Advisor Network’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 		$2.96M Buy
58,816
+11,106
+23% +$564K 0.91% 22
2025
Q4 		$2.42M Buy
47,710
+28,170
+144% +$1.43M 0.52% 45
2025
Q3 		$987K Buy
+19,540
New +$983K 0.33% 84

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 $9.1B AUM 32.09% 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

Investor's Fiduciary Advisor Network's EVMO Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 23% in Q1 2026, buying an estimated $564K and bringing the position to 58,816 shares worth $2.96M. The position accounts for 0.91% of the portfolio, ranked #22.

Investor's Fiduciary Advisor Network first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 58,816 shares of Eaton Vance Mortgage Opportunities ETF worth $2.96M as of Q1 2026.
  • Investor's Fiduciary Advisor Network bought 11,106 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $564K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.91% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #22 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.