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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

NewEdge Advisors's EVMO Position: Q1 2026 in Review

NewEdge Advisors increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 78% in Q1 2026, buying an estimated $1.64M and bringing the position to 73,435 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #809.

NewEdge Advisors first reported a position in EVMO in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • NewEdge Advisors held 73,435 shares of Eaton Vance Mortgage Opportunities ETF worth $3.7M as of Q1 2026.
  • NewEdge Advisors bought 32,249 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $1.64M.
  • Eaton Vance Mortgage Opportunities ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #809 holding.
  • NewEdge Advisors first reported a position in Eaton Vance Mortgage Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.