Raymond James Financial
EVMO

Raymond James Financial’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Raymond James Financial’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 		$26.4M Buy
524,350
+156,014
+42% +$7.93M 0.01% 1278
2025
Q4 		$18.7M Buy
368,336
+40,968
+13% +$2.08M 0.01% 1496
2025
Q3 		$16.5M Buy
+327,368
New +$16.5M 0.01% 1538

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
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
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Raymond James Financial's EVMO Position: Q1 2026 in Review

Raymond James Financial increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 42% in Q1 2026, buying an estimated $7.93M and bringing the position to 524,350 shares worth $26.4M. The position accounts for 0.01% of the portfolio, ranked #1278.

Raymond James Financial first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Raymond James Financial held 524,350 shares of Eaton Vance Mortgage Opportunities ETF worth $26.4M as of Q1 2026.
  • Raymond James Financial bought 156,014 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $7.93M.
  • Eaton Vance Mortgage Opportunities ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1278 holding.
  • Raymond James Financial first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.