PTC
EVMO

Private Trust Company’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Private Trust Company’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 		$851K Buy
17,022
+2,759
+19% +$139K 0.07% 313
2026
Q1 		$718K Hold
14,263
– – 0.06% 338
2025
Q4 		$724K Buy
14,263
+5,558
+64% +$282K 0.06% 326
2025
Q3 		$440K Buy
+8,705
New +$438K 0.04% 469

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

Private Trust Company's EVMO Position: Q2 2026 in Review

Private Trust Company increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 19% in Q2 2026, buying an estimated $139K and bringing the position to 17,022 shares worth $851K. The position accounts for 0.07% of the portfolio, ranked #313.

Private Trust Company first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Private Trust Company held 17,022 shares of Eaton Vance Mortgage Opportunities ETF worth $851K as of Q2 2026.
  • Private Trust Company bought 2,759 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $139K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.07% of Private Trust Company's portfolio in Q2 2026, its #313 holding.
  • Private Trust Company first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.