LPL Financial’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

LPL Financial’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 Q3	$87.5M	Sell	1,825,268 -344,735	-16%	-$17.1M	0.02%	743
2026 Q2	$108M	Sell	2,170,003 -1,422	-0.1%	-$71.5K	0.02%	617
2026 Q1	$109M	Buy	2,171,425 +236,410	+12%	+$12M	0.03%	538
2025 Q4	$98.2M	Buy	1,935,015 +259,730	+16%	+$13.2M	0.03%	556
2025 Q3	$84.7M	Buy	+1,675,285	New	+$84.2M	0.02%	592

Other funds holding EVMO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial's EVMO Position: Q3 2026 in Review

LPL Financial reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 16% in Q3 2026, selling an estimated $17.1M and leaving 1,825,268 shares worth $87.5M. The position accounts for 0.02% of the portfolio, ranked #743.

LPL Financial first reported a position in EVMO in Q3 2025 and has held it in 5 quarters since. The position peaked at $109M in Q1 2026. 58 funds tracked by Wall St. Rank hold EVMO as of Q3 2026.

LPL Financial held 1,825,268 shares of Eaton Vance Mortgage Opportunities ETF worth $87.5M as of Q3 2026.
LPL Financial sold 344,735 Eaton Vance Mortgage Opportunities ETF shares in Q3 2026, an estimated $17.1M.
Eaton Vance Mortgage Opportunities ETF made up 0.02% of LPL Financial's portfolio in Q3 2026, its #743 holding.
LPL Financial first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 5 quarters since.
LPL Financial's Eaton Vance Mortgage Opportunities ETF position peaked at $109M in Q1 2026.
58 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.