PS
EVMO

Principal Securities’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Principal Securities’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 		$228K Buy
+4,537
New +$231K ﹤0.01% 1326
2025
Q4 		– Sell
-4,199
Closed -$212K – 3730
2025
Q3 		$212K Buy
+4,199
New +$211K ﹤0.01% 1261

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

Principal Securities's EVMO Position: Q1 2026 in Review

Principal Securities opened a new position in Eaton Vance Mortgage Opportunities ETF (EVMO) in Q1 2026: 4,537 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1326 among its holdings. This is a return to the name: Principal Securities previously reported a position in EVMO as recently as Q3 2025.

Principal Securities first reported a position in EVMO in Q3 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Principal Securities held 4,537 shares of Eaton Vance Mortgage Opportunities ETF worth $228K as of Q1 2026.
  • Eaton Vance Mortgage Opportunities ETF was a new Principal Securities position in Q1 2026.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1326 holding.
  • Principal Securities first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.