BHPW
XAGG

Beverly Hills Private Wealth’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Beverly Hills Private Wealth’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 		$2.33M Sell
46,651
-11,556
-20% -$579K 0.44% 64
2026
Q1 		$2.89M Sell
58,207
-1,960
-3% -$99.4K 0.48% 59
2025
Q4 		$3.03M Buy
+60,167
New +$3.03M 0.52% 52

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Beverly Hills Private Wealth's XAGG Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Eaton Vance Income Opportunities ETF (XAGG) stake by 20% in Q2 2026, selling an estimated $579K and leaving 46,651 shares worth $2.33M. The position accounts for 0.44% of the portfolio, ranked #64.

Beverly Hills Private Wealth first reported a position in XAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.03M in Q4 2025. 80 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Beverly Hills Private Wealth held 46,651 shares of Eaton Vance Income Opportunities ETF worth $2.33M as of Q2 2026.
  • Beverly Hills Private Wealth sold 11,556 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $579K.
  • Eaton Vance Income Opportunities ETF made up 0.44% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #64 holding.
  • Beverly Hills Private Wealth first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Beverly Hills Private Wealth's Eaton Vance Income Opportunities ETF position peaked at $3.03M in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.