Planning Strategies Inc.’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Planning Strategies Inc.’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	$43.2K	Buy	+863	New	+$43.4K	0.03%	173

Other funds holding EVMO

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Planning Strategies Inc.'s EVMO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Eaton Vance Mortgage Opportunities ETF (EVMO) in Q2 2026: 863 shares worth $43.2K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings.

25 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

Planning Strategies Inc. held 863 shares of Eaton Vance Mortgage Opportunities ETF worth $43.2K as of Q2 2026.
Eaton Vance Mortgage Opportunities ETF was a new Planning Strategies Inc. position in Q2 2026.
Eaton Vance Mortgage Opportunities ETF made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #173 holding.
25 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.