Carson Wealth (CWM LLC)’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Carson Wealth (CWM LLC)’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	$1.59K	Buy	+32	New	+$1.62K	﹤0.01%	5326

Other funds holding XAGG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XAGG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q1 2026: 32 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #5326 among its holdings.

64 funds tracked by Wall St. Rank hold XAGG as of Q1 2026.

Carson Wealth (CWM LLC) held 32 shares of Eaton Vance Income Opportunities ETF worth $1.59K as of Q1 2026.
Eaton Vance Income Opportunities ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Eaton Vance Income Opportunities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5326 holding.
64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.