NPAN
EVMO

Northeast Planning Associates NH’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Northeast Planning Associates NH’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 		$3.94M Sell
84,161
-83,097
-50% -$4.18M 2.95% 6
2026
Q1 		$8.42M Buy
+167,258
New +$8.5M 5.65% 6

Other funds holding EVMO

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Northeast Planning Associates NH's EVMO Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 50% in Q2 2026, selling an estimated $4.18M and leaving 84,161 shares worth $3.94M. The position accounts for 2.95% of the portfolio, ranked #6.

Northeast Planning Associates NH first reported a position in EVMO in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.42M in Q1 2026. 31 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Northeast Planning Associates NH held 84,161 shares of Eaton Vance Mortgage Opportunities ETF worth $3.94M as of Q2 2026.
  • Northeast Planning Associates NH sold 83,097 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $4.18M.
  • Eaton Vance Mortgage Opportunities ETF made up 2.95% of Northeast Planning Associates NH's portfolio in Q2 2026, its #6 holding.
  • Northeast Planning Associates NH first reported a position in Eaton Vance Mortgage Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • Northeast Planning Associates NH's Eaton Vance Mortgage Opportunities ETF position peaked at $8.42M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.