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
Q2 		$3.33M Sell
66,657
-34,911
-34% -$1.76M ﹤0.01% 1872
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 $1.89T 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Osaic Holdings's EVMO Position: Q2 2026 in Review

Osaic Holdings reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 34% in Q2 2026, selling an estimated $1.76M and leaving 66,657 shares worth $3.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Osaic Holdings first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.11M in Q1 2026. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Osaic Holdings held 66,657 shares of Eaton Vance Mortgage Opportunities ETF worth $3.33M as of Q2 2026.
  • Osaic Holdings sold 34,911 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $1.76M.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1872 holding.
  • Osaic Holdings first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Osaic Holdings's Eaton Vance Mortgage Opportunities ETF position peaked at $5.11M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.