TGAM
EVMO

TBH Global Asset Management’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

TBH Global Asset 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
2026
Q1 		$5.34M Buy
106,521
+1,538
+1% +$78.2K 1.08% 17
2025
Q4 		$5.33M Buy
104,983
+13,211
+14% +$671K 0.89% 22
2025
Q3 		$4.64M Buy
+91,772
New +$4.61M 0.91% 24

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 $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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $319M AUM 13.1% 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

TBH Global Asset Management's EVMO Position: Q1 2026 in Review

TBH Global Asset Management increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 1.5% in Q1 2026, buying an estimated $78.2K and bringing the position to 106,521 shares worth $5.34M. The position accounts for 1.08% of the portfolio, ranked #17.

TBH Global Asset Management 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.

  • TBH Global Asset Management held 106,521 shares of Eaton Vance Mortgage Opportunities ETF worth $5.34M as of Q1 2026.
  • TBH Global Asset Management bought 1,538 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $78.2K.
  • Eaton Vance Mortgage Opportunities ETF made up 1.08% of TBH Global Asset Management's portfolio in Q1 2026, its #17 holding.
  • TBH Global Asset Management 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 TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.