KDA
EVMO

Kraft Davis & Associates’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Kraft Davis & Associates’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 		$865K Sell
17,329
-160,980
-90% -$8.1M 0.18% 59
2026
Q1 		$8.97M Sell
178,309
-2,219
-1% -$113K 1.91% 19
2025
Q4 		$9.17M Sell
180,528
-1,518
-0.8% -$77K 2.06% 17
2025
Q3 		$9.2M Buy
+182,046
New +$9.15M 2.24% 16

Other funds holding EVMO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Kraft Davis & Associates's EVMO Position: Q2 2026 in Review

Kraft Davis & Associates reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 90% in Q2 2026, selling an estimated $8.1M and leaving 17,329 shares worth $865K. The position accounts for 0.18% of the portfolio, ranked #59.

Kraft Davis & Associates first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.2M in Q3 2025. 8 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Kraft Davis & Associates held 17,329 shares of Eaton Vance Mortgage Opportunities ETF worth $865K as of Q2 2026.
  • Kraft Davis & Associates sold 160,980 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $8.1M.
  • Eaton Vance Mortgage Opportunities ETF made up 0.18% of Kraft Davis & Associates's portfolio in Q2 2026, its #59 holding.
  • Kraft Davis & Associates first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Kraft Davis & Associates's Eaton Vance Mortgage Opportunities ETF position peaked at $9.2M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.