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

Comprehensive 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 Q2	$1.29M	Buy	+25,759	New	+$1.29M	0.59%	32

Other funds holding XAGG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

Comprehensive Wealth Management's XAGG Position: Q2 2026 in Review

Comprehensive Wealth Management opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q2 2026: 25,759 shares worth $1.29M. The stake represents 0.59% of the portfolio and ranks #32 among its holdings.

80 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

Comprehensive Wealth Management held 25,759 shares of Eaton Vance Income Opportunities ETF worth $1.29M as of Q2 2026.
Eaton Vance Income Opportunities ETF was a new Comprehensive Wealth Management position in Q2 2026.
Eaton Vance Income Opportunities ETF made up 0.59% of Comprehensive Wealth Management's portfolio in Q2 2026, its #32 holding.
80 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.