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EVMO

NewEdge Advisors’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

NewEdge Advisors’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 		$4.41M Buy
88,265
+14,830
+20% +$746K 0.01% 825
2026
Q1 		$3.7M Buy
73,435
+32,249
+78% +$1.64M 0.01% 809
2025
Q4 		$2.09M Buy
+41,186
New +$2.09M 0.01% 1053

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

NewEdge Advisors's EVMO Position: Q2 2026 in Review

NewEdge Advisors increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 20% in Q2 2026, buying an estimated $746K and bringing the position to 88,265 shares worth $4.41M. The position accounts for 0.01% of the portfolio, ranked #825.

NewEdge Advisors first reported a position in EVMO in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • NewEdge Advisors held 88,265 shares of Eaton Vance Mortgage Opportunities ETF worth $4.41M as of Q2 2026.
  • NewEdge Advisors bought 14,830 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $746K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #825 holding.
  • NewEdge Advisors first reported a position in Eaton Vance Mortgage Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.