USCWA
EVMO

U.S. Capital Wealth Advisors’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

U.S. Capital Wealth Advisors’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 		$5.93M Buy
117,823
+12,740
+12% +$647K 0.15% 163
2025
Q4 		$5.33M Buy
105,083
+76,333
+266% +$3.87M 0.14% 186
2025
Q3 		$1.45M Buy
+28,750
New +$1.45M 0.04% 397

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 $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
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

U.S. Capital Wealth Advisors's EVMO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 12% in Q1 2026, buying an estimated $647K and bringing the position to 117,823 shares worth $5.93M. The position accounts for 0.15% of the portfolio, ranked #163.

U.S. Capital Wealth Advisors 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.

  • U.S. Capital Wealth Advisors held 117,823 shares of Eaton Vance Mortgage Opportunities ETF worth $5.93M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 12,740 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $647K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.15% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #163 holding.
  • U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.