Principal Securities
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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
Q2 		– Sell
-4,537
Closed -$228K – 1594
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Kestra Private Wealth Services
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
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Principal Securities's EVMO Position: Q2 2026 in Review

Principal Securities sold out of Eaton Vance Mortgage Opportunities ETF (EVMO) in Q2 2026, closing a stake of 4,537 shares — an estimated $228K sold.

Principal Securities first reported a position in EVMO in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q1 2026. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Principal Securities reported no remaining Eaton Vance Mortgage Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Principal Securities sold 4,537 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $228K.
  • Principal Securities first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and held it in 2 quarters.
  • Principal Securities's Eaton Vance Mortgage Opportunities ETF position peaked at $228K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.