PA
EVMO

ProCore Advisors’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

ProCore Advisors’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 		$467K Sell
9,347
-188
-2% -$9.45K 0.58% 37
2026
Q1 		$480K Sell
9,535
-742
-7% -$37.7K 0.74% 28
2025
Q4 		$521K Buy
+10,277
New +$522K 0.53% 34

Other funds holding EVMO

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

ProCore Advisors's EVMO Position: Q2 2026 in Review

ProCore Advisors reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 2% in Q2 2026, selling an estimated $9.45K and leaving 9,347 shares worth $467K. The position accounts for 0.58% of the portfolio, ranked #37.

ProCore Advisors first reported a position in EVMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $521K in Q4 2025. 46 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • ProCore Advisors held 9,347 shares of Eaton Vance Mortgage Opportunities ETF worth $467K as of Q2 2026.
  • ProCore Advisors sold 188 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $9.45K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.58% of ProCore Advisors's portfolio in Q2 2026, its #37 holding.
  • ProCore Advisors first reported a position in Eaton Vance Mortgage Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • ProCore Advisors's Eaton Vance Mortgage Opportunities ETF position peaked at $521K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on ProCore Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.