KWM
EVMO

Kingsview Wealth Management’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Kingsview Wealth Management’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 		$482K Sell
9,582
-99
-1% -$5.03K 0.01% 913
2025
Q4 		$491K Sell
9,681
-392
-4% -$19.9K 0.01% 850
2025
Q3 		$509K Buy
+10,073
New +$507K 0.01% 799

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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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

Kingsview Wealth Management's EVMO Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 1% in Q1 2026, selling an estimated $5.03K and leaving 9,582 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #913.

Kingsview Wealth Management first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $509K in Q3 2025. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Kingsview Wealth Management held 9,582 shares of Eaton Vance Mortgage Opportunities ETF worth $482K as of Q1 2026.
  • Kingsview Wealth Management sold 99 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $5.03K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #913 holding.
  • Kingsview Wealth Management first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Kingsview Wealth Management's Eaton Vance Mortgage Opportunities ETF position peaked at $509K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.