Rockefeller Capital Management
EVMO

Rockefeller Capital Management’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Rockefeller Capital Management’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
2025
Q4 		– Sell
-726
Closed -$36.7K – 4887
2025
Q3 		$36.7K Buy
+726
New +$36.5K ﹤0.01% 3065

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B
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Raymond James Financial
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BI
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UBS Group
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Commonwealth Equity Services
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BIG
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HWAM
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Rockefeller Capital Management's EVMO Position: Q4 2025 in Review

Rockefeller Capital Management sold out of Eaton Vance Mortgage Opportunities ETF (EVMO) in Q4 2025, closing a stake of 726 shares — an estimated $36.7K sold.

Rockefeller Capital Management first reported a position in EVMO in Q3 2025 and held it in 1 quarter. The position peaked at $36.7K in Q3 2025. 59 funds tracked by Wall St. Rank hold EVMO as of Q4 2025.

  • Rockefeller Capital Management reported no remaining Eaton Vance Mortgage Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 726 Eaton Vance Mortgage Opportunities ETF shares in Q4 2025, an estimated $36.7K.
  • Rockefeller Capital Management first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Eaton Vance Mortgage Opportunities ETF position peaked at $36.7K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.