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
Q2 		$36M Sell
719,818
-9,508
-1% -$478K 0.4% 48
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 $1.89T 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Kestra Private Wealth Services's EVMO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 1.3% in Q2 2026, selling an estimated $478K and leaving 719,818 shares worth $36M. The position accounts for 0.4% of the portfolio, ranked #48.

Kestra Private Wealth Services first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $36.7M in Q1 2026. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Kestra Private Wealth Services held 719,818 shares of Eaton Vance Mortgage Opportunities ETF worth $36M as of Q2 2026.
  • Kestra Private Wealth Services sold 9,508 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $478K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.4% of Kestra Private Wealth Services's portfolio in Q2 2026, its #48 holding.
  • Kestra Private Wealth Services first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's Eaton Vance Mortgage Opportunities ETF position peaked at $36.7M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

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