EVMO β€” Eaton Vance Mortgage Opportunities ETF (EVMO)

Ownership history in Rede Wealth, LLC  Β·  1 quarter on record

AI Ownership Summary

Rede Wealth, LLC reported Eaton Vance Mortgage Opportunities ETF (EVMO) (EVMO) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 2.54% in 2025 Q3. The latest visible filing shows EVMO at 2.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rede Wealth, LLC's position in Eaton Vance Mortgage Opportunities ETF (EVMO), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EVMO was reported at 2.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.54% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rede Wealth, LLC held EVMO β€” position size vs. price
% of Fund (quarterly)    EVMO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 63,666 β€” β€” 2.54% $3.2M 2025-10-29 $50.07

FAQ About Rede Wealth, LLC and EVMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rede Wealth, LLC reported owning EVMO?

Rede Wealth, LLC reported EVMO across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported EVMO position in Rede Wealth, LLC's portfolio?

The largest reported portfolio weight for EVMO was 2.54% in 2025 Q3.

What is the latest reported EVMO position on this page?

The most recent filing on this page is 2025 Q3, when Rede Wealth, LLC reported 63,666 shares, equal to 2.54% of portfolio, with an estimated market value of $3.2M.

What does the chart on this EVMO ownership page compare?

The chart compares Rede Wealth, LLC's quarterly EVMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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