WP
EVMO

Wealthspan Partners’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Wealthspan Partners’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 		$1.54M Buy
30,784
+526
+2% +$26.5K 0.49% 41
2026
Q1 		$1.52M Buy
30,258
+1,729
+6% +$87.9K 0.54% 38
2025
Q4 		$1.45M Buy
+28,529
New +$1.45M 0.53% 38

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Wealthspan Partners's EVMO Position: Q2 2026 in Review

Wealthspan Partners increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 1.7% in Q2 2026, buying an estimated $26.5K and bringing the position to 30,784 shares worth $1.54M. The position accounts for 0.49% of the portfolio, ranked #41.

Wealthspan Partners first reported a position in EVMO in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Wealthspan Partners held 30,784 shares of Eaton Vance Mortgage Opportunities ETF worth $1.54M as of Q2 2026.
  • Wealthspan Partners bought 526 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $26.5K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.49% of Wealthspan Partners's portfolio in Q2 2026, its #41 holding.
  • Wealthspan Partners first reported a position in Eaton Vance Mortgage Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.