CWM
XAGG

Collaborative Wealth Management’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Collaborative Wealth Management’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 		– Sell
-4,938
Closed -$249K – 250
2025
Q4 		$249K Buy
+4,938
New +$249K 0.09% 192

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

Collaborative Wealth Management's XAGG Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Eaton Vance Income Opportunities ETF (XAGG) in Q1 2026, closing a stake of 4,938 shares — an estimated $249K sold.

Collaborative Wealth Management first reported a position in XAGG in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 64 funds tracked by Wall St. Rank hold XAGG as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Eaton Vance Income Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 4,938 Eaton Vance Income Opportunities ETF shares in Q1 2026, an estimated $249K.
  • Collaborative Wealth Management first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Eaton Vance Income Opportunities ETF position peaked at $249K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.