BAM
XAGG

Belpointe Asset Management’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Belpointe Asset Management’s Portfolio XAGG Stock Details XAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$268K Buy
+5,362
New +$269K 0.01% 938

Other funds holding XAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
QFW
QTR Family Wealth Lake Mary, Florida $287M AUM 40.55% 1-Year Est. Return

Belpointe Asset Management's XAGG Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q2 2026: 5,362 shares worth $268K. The stake represents 0.01% of the portfolio and ranks #938 among its holdings.

32 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Belpointe Asset Management held 5,362 shares of Eaton Vance Income Opportunities ETF worth $268K as of Q2 2026.
  • Eaton Vance Income Opportunities ETF was a new Belpointe Asset Management position in Q2 2026.
  • Eaton Vance Income Opportunities ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #938 holding.
  • 32 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.