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
Q2 		$22.3M Sell
446,019
-78,331
-15% -$3.94M 0.01% 1477
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 $1.89T 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Raymond James Financial's EVMO Position: Q2 2026 in Review

Raymond James Financial reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 15% in Q2 2026, selling an estimated $3.94M and leaving 446,019 shares worth $22.3M. The position accounts for 0.01% of the portfolio, ranked #1477.

Raymond James Financial first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.4M in Q1 2026. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Raymond James Financial held 446,019 shares of Eaton Vance Mortgage Opportunities ETF worth $22.3M as of Q2 2026.
  • Raymond James Financial sold 78,331 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $3.94M.
  • Eaton Vance Mortgage Opportunities ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1477 holding.
  • Raymond James Financial first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Eaton Vance Mortgage Opportunities ETF position peaked at $26.4M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.