Wells Fargo
EVMO

Wells Fargo’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Wells Fargo’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 		$18.1M Sell
362,106
-8,710
-2% -$438K ﹤0.01% 1716
2026
Q1 		$18.7M Buy
370,816
+257,262
+227% +$13.1M ﹤0.01% 1556
2025
Q4 		$5.76M Buy
113,554
+99,120
+687% +$5.03M ﹤0.01% 2539
2025
Q3 		$730K Buy
+14,434
New +$726K ﹤0.01% 4033

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
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

Wells Fargo's EVMO Position: Q2 2026 in Review

Wells Fargo reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 2.3% in Q2 2026, selling an estimated $438K and leaving 362,106 shares worth $18.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Wells Fargo first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.7M in Q1 2026. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Wells Fargo held 362,106 shares of Eaton Vance Mortgage Opportunities ETF worth $18.1M as of Q2 2026.
  • Wells Fargo sold 8,710 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $438K.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1716 holding.
  • Wells Fargo first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Wells Fargo's Eaton Vance Mortgage Opportunities ETF position peaked at $18.7M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.