Osaic Holdings
EVMO

Osaic Holdings’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Osaic Holdings’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 		$5.11M Buy
101,568
+3,560
+4% +$181K 0.01% 1342
2025
Q4 		$4.97M Buy
98,008
+48,501
+98% +$2.46M 0.01% 1366
2025
Q3 		$2.48M Buy
+49,507
New +$2.49M ﹤0.01% 1996

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

Osaic Holdings's EVMO Position: Q1 2026 in Review

Osaic Holdings increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 3.6% in Q1 2026, buying an estimated $181K and bringing the position to 101,568 shares worth $5.11M. The position accounts for 0.01% of the portfolio, ranked #1342.

Osaic Holdings first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Osaic Holdings held 101,568 shares of Eaton Vance Mortgage Opportunities ETF worth $5.11M as of Q1 2026.
  • Osaic Holdings bought 3,560 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $181K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1342 holding.
  • Osaic Holdings first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.