PFS
EVMO

Prospera Financial Services’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Prospera Financial Services’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 		$498K Hold
9,971
– – 0.01% 1038
2026
Q1 		$502K Sell
9,971
-204
-2% -$10.4K 0.01% 984
2025
Q4 		$516K Buy
10,175
+2,238
+28% +$114K 0.01% 916
2025
Q3 		$401K Buy
+7,937
New +$399K 0.01% 1032

Other funds holding EVMO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Prospera Financial Services's EVMO Position: Q2 2026 in Review

Prospera Financial Services held its Eaton Vance Mortgage Opportunities ETF (EVMO) position steady in Q2 2026 at 9,971 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #1038.

Prospera Financial Services first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $516K in Q4 2025. 8 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Prospera Financial Services held 9,971 shares of Eaton Vance Mortgage Opportunities ETF worth $498K as of Q2 2026.
  • Prospera Financial Services left its Eaton Vance Mortgage Opportunities ETF share count unchanged in Q2 2026.
  • Eaton Vance Mortgage Opportunities ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1038 holding.
  • Prospera Financial Services first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Prospera Financial Services's Eaton Vance Mortgage Opportunities ETF position peaked at $516K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.