Brown Advisory
XAGG

Brown Advisory’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Brown Advisory’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 		$713K Buy
14,355
+1,924
+15% +$97.6K ﹤0.01% 949
2025
Q4 		$627K Buy
+12,431
New +$626K ﹤0.01% 992

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

Brown Advisory's XAGG Position: Q1 2026 in Review

Brown Advisory increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 15% in Q1 2026, buying an estimated $97.6K and bringing the position to 14,355 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Brown Advisory 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.

  • Brown Advisory held 14,355 shares of Eaton Vance Income Opportunities ETF worth $713K as of Q1 2026.
  • Brown Advisory bought 1,924 Eaton Vance Income Opportunities ETF shares in Q1 2026, an estimated $97.6K.
  • Eaton Vance Income Opportunities ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #949 holding.
  • Brown Advisory 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 Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.