Wealth Enhancement Advisory Services
EVMO

Wealth Enhancement Advisory Services’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Wealth Enhancement Advisory 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
Q2 		$329K Sell
6,596
-354
-5% -$17.8K ﹤0.01% 3106
2026
Q1 		$350K Buy
+6,950
New +$353K ﹤0.01% 2630

Other funds holding EVMO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's EVMO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 5.1% in Q2 2026, selling an estimated $17.8K and leaving 6,596 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3106.

Wealth Enhancement Advisory Services first reported a position in EVMO in Q1 2026 and has held it in 2 quarters since. The position peaked at $350K in Q1 2026. 8 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,596 shares of Eaton Vance Mortgage Opportunities ETF worth $329K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 354 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $17.8K.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3106 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eaton Vance Mortgage Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Eaton Vance Mortgage Opportunities ETF position peaked at $350K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.