KPWS
EVMO

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

Kestra Private Wealth 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
Q1 		$36.7M Buy
729,326
+14,823
+2% +$753K 0.45% 38
2025
Q4 		$36.3M Buy
714,503
+10,767
+2% +$546K 0.45% 37
2025
Q3 		$35.6M Buy
+703,736
New +$35.4M 0.46% 34

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 $969M AUM 20.69% 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 $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
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Kestra Private Wealth Services's EVMO Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 2.1% in Q1 2026, buying an estimated $753K and bringing the position to 729,326 shares worth $36.7M. The position accounts for 0.45% of the portfolio, ranked #38.

Kestra Private Wealth Services 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.

  • Kestra Private Wealth Services held 729,326 shares of Eaton Vance Mortgage Opportunities ETF worth $36.7M as of Q1 2026.
  • Kestra Private Wealth Services bought 14,823 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $753K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.45% of Kestra Private Wealth Services's portfolio in Q1 2026, its #38 holding.
  • Kestra Private Wealth Services 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 Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.