KAS
EVMO

Kestra Advisory Services’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Kestra Advisory Services’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 		$292K Buy
5,839
+511
+10% +$25.7K ﹤0.01% 2799
2026
Q1 		$268K Buy
5,328
+147
+3% +$7.47K ﹤0.01% 2722
2025
Q4 		$263K Buy
5,181
+839
+19% +$42.6K ﹤0.01% 2649
2025
Q3 		$219K Buy
+4,342
New +$218K ﹤0.01% 2678

Other funds holding EVMO

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Kestra Advisory Services's EVMO Position: Q2 2026 in Review

Kestra Advisory Services increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 9.6% in Q2 2026, buying an estimated $25.7K and bringing the position to 5,839 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

Kestra Advisory Services first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Kestra Advisory Services held 5,839 shares of Eaton Vance Mortgage Opportunities ETF worth $292K as of Q2 2026.
  • Kestra Advisory Services bought 511 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $25.7K.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2799 holding.
  • Kestra Advisory Services first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.