MCM
EVMO

MAI Capital Management’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

MAI Capital 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
2025
Q4 		– Sell
-16
Closed -$809 – 4513
2025
Q3 		$809 Buy
+16
New +$805 ﹤0.01% 3537

Other funds holding EVMO

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MAI Capital Management's EVMO Position: Q4 2025 in Review

MAI Capital Management sold out of Eaton Vance Mortgage Opportunities ETF (EVMO) in Q4 2025, closing a stake of 16 shares — an estimated $809 sold.

MAI Capital Management first reported a position in EVMO in Q3 2025 and held it in 1 quarter. The position peaked at $809 in Q3 2025. 59 funds tracked by Wall St. Rank hold EVMO as of Q4 2025.

  • MAI Capital Management reported no remaining Eaton Vance Mortgage Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 16 Eaton Vance Mortgage Opportunities ETF shares in Q4 2025, an estimated $809.
  • MAI Capital Management first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and held it in 1 quarter.
  • MAI Capital Management's Eaton Vance Mortgage Opportunities ETF position peaked at $809 in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.