Truist Financial
EVMO

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

Truist 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 		$491K Buy
9,818
+7
+0.1% +$352 ﹤0.01% 2214
2026
Q1 		$494K Sell
9,811
-200
-2% -$10.2K ﹤0.01% 2087
2025
Q4 		$508K Buy
10,011
+491
+5% +$24.9K ﹤0.01% 2041
2025
Q3 		$481K Buy
+9,520
New +$479K ﹤0.01% 2057

Other funds holding EVMO

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Truist Financial's EVMO Position: Q2 2026 in Review

Truist Financial increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 0.07% in Q2 2026, buying an estimated $352 and bringing the position to 9,818 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Truist Financial first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $508K in Q4 2025. 44 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Truist Financial held 9,818 shares of Eaton Vance Mortgage Opportunities ETF worth $491K as of Q2 2026.
  • Truist Financial bought 7 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $352.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2214 holding.
  • Truist Financial first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Truist Financial's Eaton Vance Mortgage Opportunities ETF position peaked at $508K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.