LPL Financial
EVMO

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

LPL Financial's EVMO Position: Q2 2026 in Review

LPL Financial reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 0.07% in Q2 2026, selling an estimated $71.5K and leaving 2,170,003 shares worth $108M. The position accounts for 0.02% of the portfolio, ranked #617.

LPL Financial first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $109M in Q1 2026. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • LPL Financial held 2,170,003 shares of Eaton Vance Mortgage Opportunities ETF worth $108M as of Q2 2026.
  • LPL Financial sold 1,422 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $71.5K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #617 holding.
  • LPL Financial first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's Eaton Vance Mortgage Opportunities ETF position peaked at $109M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.