PS
EVMO

Planning Strategies’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Planning Strategies’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 		$43.2K Buy
+863
New +$43.4K 0.03% 173

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

Planning Strategies's EVMO Position: Q2 2026 in Review

Planning Strategies opened a new position in Eaton Vance Mortgage Opportunities ETF (EVMO) in Q2 2026: 863 shares worth $43.2K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings.

66 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Planning Strategies held 863 shares of Eaton Vance Mortgage Opportunities ETF worth $43.2K as of Q2 2026.
  • Eaton Vance Mortgage Opportunities ETF was a new Planning Strategies position in Q2 2026.
  • Eaton Vance Mortgage Opportunities ETF made up 0.03% of Planning Strategies's portfolio in Q2 2026, its #173 holding.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.