OC
EVMO

Optima Capital’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Optima Capital’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 		$704K Sell
14,028
-1,754
-11% -$88.2K 0.28% 75
2026
Q1 		$794K Sell
15,782
-159
-1% -$8.08K 0.37% 68
2025
Q4 		$809K Buy
+15,941
New +$809K 0.35% 65

Other funds holding EVMO

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 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 $43.3B AUM 29.3% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Optima Capital's EVMO Position: Q2 2026 in Review

Optima Capital reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 11% in Q2 2026, selling an estimated $88.2K and leaving 14,028 shares worth $704K. The position accounts for 0.28% of the portfolio, ranked #75.

Optima Capital first reported a position in EVMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $809K in Q4 2025. 15 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Optima Capital held 14,028 shares of Eaton Vance Mortgage Opportunities ETF worth $704K as of Q2 2026.
  • Optima Capital sold 1,754 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $88.2K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.28% of Optima Capital's portfolio in Q2 2026, its #75 holding.
  • Optima Capital first reported a position in Eaton Vance Mortgage Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Optima Capital's Eaton Vance Mortgage Opportunities ETF position peaked at $809K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.