Janney Montgomery Scott
EVMO

Janney Montgomery Scott’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Janney Montgomery Scott’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 		$7.2M Buy
143,930
+12,276
+9% +$617K 0.01% 805
2026
Q1 		$6.63M Buy
131,654
+2,055
+2% +$104K 0.02% 732
2025
Q4 		$6.58M Buy
+129,599
New +$6.58M 0.02% 771

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

Janney Montgomery Scott's EVMO Position: Q2 2026 in Review

Janney Montgomery Scott increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 9.3% in Q2 2026, buying an estimated $617K and bringing the position to 143,930 shares worth $7.2M. The position accounts for 0.01% of the portfolio, ranked #805.

Janney Montgomery Scott first reported a position in EVMO in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Janney Montgomery Scott held 143,930 shares of Eaton Vance Mortgage Opportunities ETF worth $7.2M as of Q2 2026.
  • Janney Montgomery Scott bought 12,276 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $617K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #805 holding.
  • Janney Montgomery Scott first reported a position in Eaton Vance Mortgage Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.