BEI
XAGG

Benjamin Edwards Inc’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Benjamin Edwards Inc’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 		$35.8M Buy
716,315
+2,525
+0.4% +$127K 0.33% 84
2026
Q1 		$35.4M Buy
+713,790
New +$36.2M 0.35% 87

Other funds holding XAGG

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Benjamin Edwards Inc's XAGG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 0.35% in Q2 2026, buying an estimated $127K and bringing the position to 716,315 shares worth $35.8M. The position accounts for 0.33% of the portfolio, ranked #84.

Benjamin Edwards Inc first reported a position in XAGG in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Benjamin Edwards Inc held 716,315 shares of Eaton Vance Income Opportunities ETF worth $35.8M as of Q2 2026.
  • Benjamin Edwards Inc bought 2,525 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $127K.
  • Eaton Vance Income Opportunities ETF made up 0.33% of Benjamin Edwards Inc's portfolio in Q2 2026, its #84 holding.
  • Benjamin Edwards Inc first reported a position in Eaton Vance Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.