BKA
XAGG

Brick & Kyle Associates’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Brick & Kyle Associates’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 		$419K Hold
8,435
– – 0.14% 65
2026
Q1 		$419K Buy
+8,435
New +$428K 0.14% 65

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

Brick & Kyle Associates's XAGG Position: Q2 2026 in Review

Brick & Kyle Associates held its Eaton Vance Income Opportunities ETF (XAGG) position steady in Q2 2026 at 8,435 shares worth $419K. The position accounts for 0.14% of the portfolio, ranked #65.

Brick & Kyle Associates 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.

  • Brick & Kyle Associates held 8,435 shares of Eaton Vance Income Opportunities ETF worth $419K as of Q2 2026.
  • Brick & Kyle Associates left its Eaton Vance Income Opportunities ETF share count unchanged in Q2 2026.
  • Eaton Vance Income Opportunities ETF made up 0.14% of Brick & Kyle Associates's portfolio in Q2 2026, its #65 holding.
  • Brick & Kyle Associates 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 Brick & Kyle Associates's 13F filing for Q2 2026, filed 6 Aug 2026.