MWPCG
EVMO

Measured Wealth Private Client Group’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Measured Wealth Private Client Group’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 		$48.6K Hold
971
– – 0.01% 332
2026
Q1 		$48.9K Sell
971
-42
-4% -$2.13K 0.01% 298
2025
Q4 		$51.4K Sell
1,013
-2,130
-68% -$108K 0.01% 308
2025
Q3 		$159K Buy
+3,143
New +$158K 0.04% 205

Other funds holding EVMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Measured Wealth Private Client Group's EVMO Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Eaton Vance Mortgage Opportunities ETF (EVMO) position steady in Q2 2026 at 971 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #332.

Measured Wealth Private Client Group first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $159K in Q3 2025. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Measured Wealth Private Client Group held 971 shares of Eaton Vance Mortgage Opportunities ETF worth $48.6K as of Q2 2026.
  • Measured Wealth Private Client Group left its Eaton Vance Mortgage Opportunities ETF share count unchanged in Q2 2026.
  • Eaton Vance Mortgage Opportunities ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #332 holding.
  • Measured Wealth Private Client Group first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Eaton Vance Mortgage Opportunities ETF position peaked at $159K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.