UBS Group
EVMO

UBS Group’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

UBS Group’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 		$32M Buy
641,079
+227,984
+55% +$11.5M ﹤0.01% 2202
2026
Q1 		$20.8M Buy
413,095
+134,129
+48% +$6.82M ﹤0.01% 2535
2025
Q4 		$14.2M Sell
278,966
-12,016
-4% -$610K ﹤0.01% 2934
2025
Q3 		$14.7M Buy
+290,982
New +$14.6M ﹤0.01% 2898

Other funds holding EVMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group's EVMO Position: Q2 2026 in Review

UBS Group increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 55% in Q2 2026, buying an estimated $11.5M and bringing the position to 641,079 shares worth $32M. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

UBS Group first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • UBS Group held 641,079 shares of Eaton Vance Mortgage Opportunities ETF worth $32M as of Q2 2026.
  • UBS Group bought 227,984 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $11.5M.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2202 holding.
  • UBS Group first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.