BFG
XAGG

Bleakley Financial Group’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Bleakley Financial Group’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
Q1 		$838K Buy
16,865
+402
+2% +$20.4K 0.01% 556
2025
Q4 		$830K Buy
+16,463
New +$830K 0.01% 511

Other funds holding XAGG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

Bleakley Financial Group's XAGG Position: Q1 2026 in Review

Bleakley Financial Group increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 2.4% in Q1 2026, buying an estimated $20.4K and bringing the position to 16,865 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #556.

Bleakley Financial Group first reported a position in XAGG in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold XAGG as of Q1 2026.

  • Bleakley Financial Group held 16,865 shares of Eaton Vance Income Opportunities ETF worth $838K as of Q1 2026.
  • Bleakley Financial Group bought 402 Eaton Vance Income Opportunities ETF shares in Q1 2026, an estimated $20.4K.
  • Eaton Vance Income Opportunities ETF made up 0.01% of Bleakley Financial Group's portfolio in Q1 2026, its #556 holding.
  • Bleakley Financial Group first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.