Commonwealth Equity Services
XAGG

Commonwealth Equity Services’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Commonwealth Equity Services’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 		$1.8M Buy
36,045
+21,028
+140% +$1.05M ﹤0.01% 2217
2026
Q1 		$746K Buy
15,017
+7,121
+90% +$361K ﹤0.01% 2864
2025
Q4 		$398K Buy
+7,896
New +$398K ﹤0.01% 3378

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

Commonwealth Equity Services's XAGG Position: Q2 2026 in Review

Commonwealth Equity Services increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 140% in Q2 2026, buying an estimated $1.05M and bringing the position to 36,045 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Commonwealth Equity Services first reported a position in XAGG in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Commonwealth Equity Services held 36,045 shares of Eaton Vance Income Opportunities ETF worth $1.8M as of Q2 2026.
  • Commonwealth Equity Services bought 21,028 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $1.05M.
  • Eaton Vance Income Opportunities ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2217 holding.
  • Commonwealth Equity Services first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.