Kozak & Associates, Inc.
Position in EVMO — Eaton Vance Mortgage Opportunities ETF
CIK 1764970
HIGHLANDS RANCH, CO
Position in EVMO
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$15,347
-$127 QoQ
Shares Held
305
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVMO Over Time
Shares Held
Position Value (USD)
All Filings in EVMO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,347 | 305 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $15,474 | 305 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $15,417 | 305 | Shares | Sole | 2025-11-18 | |
| No filing history on record for this holder in this stock. | ||||||