Thrivent Financial for Lutherans
EVMO

Thrivent Financial for Lutherans’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Thrivent Financial for Lutherans’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 		$2.02M Buy
40,088
+31,702
+378% +$1.61M ﹤0.01% 1445
2025
Q4 		$425K Buy
+8,386
New +$426K ﹤0.01% 2306

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

Thrivent Financial for Lutherans's EVMO Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 378% in Q1 2026, buying an estimated $1.61M and bringing the position to 40,088 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Thrivent Financial for Lutherans first reported a position in EVMO in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Thrivent Financial for Lutherans held 40,088 shares of Eaton Vance Mortgage Opportunities ETF worth $2.02M as of Q1 2026.
  • Thrivent Financial for Lutherans bought 31,702 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $1.61M.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #1445 holding.
  • Thrivent Financial for Lutherans first reported a position in Eaton Vance Mortgage Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.