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
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 $1.66T AUM 25.57% 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
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

LPL Financial's EVMO Position: Q1 2026 in Review

LPL Financial increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 12% in Q1 2026, buying an estimated $12M and bringing the position to 2,171,425 shares worth $109M. The position accounts for 0.03% of the portfolio, ranked #538.

LPL Financial first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • LPL Financial held 2,171,425 shares of Eaton Vance Mortgage Opportunities ETF worth $109M as of Q1 2026.
  • LPL Financial bought 236,410 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $12M.
  • Eaton Vance Mortgage Opportunities ETF made up 0.03% of LPL Financial's portfolio in Q1 2026, its #538 holding.
  • LPL Financial first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.