TFS
EVMO

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

Thoroughbred 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
Q1 		$310K Hold
6,163
– – 0.02% 478
2025
Q4 		$312K Sell
6,163
-6,231
-50% -$316K 0.02% 473
2025
Q3 		$626K Buy
+12,394
New +$623K 0.04% 350

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
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 $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

Thoroughbred Financial Services's EVMO Position: Q1 2026 in Review

Thoroughbred Financial Services held its Eaton Vance Mortgage Opportunities ETF (EVMO) position steady in Q1 2026 at 6,163 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #478.

Thoroughbred Financial Services first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $626K in Q3 2025. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Thoroughbred Financial Services held 6,163 shares of Eaton Vance Mortgage Opportunities ETF worth $310K as of Q1 2026.
  • Thoroughbred Financial Services left its Eaton Vance Mortgage Opportunities ETF share count unchanged in Q1 2026.
  • Eaton Vance Mortgage Opportunities ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q1 2026, its #478 holding.
  • Thoroughbred Financial Services first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Thoroughbred Financial Services's Eaton Vance Mortgage Opportunities ETF position peaked at $626K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.