Northwestern Mutual Wealth Management
EVMO

Northwestern Mutual Wealth Management’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Northwestern Mutual Wealth 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
2026
Q2 		$485K Sell
9,703
-635
-6% -$31.9K ﹤0.01% 1659
2026
Q1 		$520K Buy
10,338
+3,553
+52% +$181K ﹤0.01% 1555
2025
Q4 		$344K Buy
6,785
+6,594
+3,452% +$335K ﹤0.01% 1670
2025
Q3 		$9.65K Buy
+191
New +$9.6K ﹤0.01% 2923

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northwestern Mutual Wealth Management's EVMO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 6.1% in Q2 2026, selling an estimated $31.9K and leaving 9,703 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Northwestern Mutual Wealth Management first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $520K in Q1 2026. 56 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 9,703 shares of Eaton Vance Mortgage Opportunities ETF worth $485K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 635 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $31.9K.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1659 holding.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Northwestern Mutual Wealth Management's Eaton Vance Mortgage Opportunities ETF position peaked at $520K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.