Consolidated Capital Management’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Consolidated Capital 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	$11.7M	Buy	+235,705	New	+$12M	3.78%	8

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

Consolidated Capital Management's XAGG Position: Q1 2026 in Review

Consolidated Capital Management opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q1 2026: 235,705 shares worth $11.7M. The stake represents 3.78% of the portfolio and ranks #8 among its holdings.

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

Consolidated Capital Management held 235,705 shares of Eaton Vance Income Opportunities ETF worth $11.7M as of Q1 2026.
Eaton Vance Income Opportunities ETF was a new Consolidated Capital Management position in Q1 2026.
Eaton Vance Income Opportunities ETF made up 3.78% of Consolidated Capital Management's portfolio in Q1 2026, its #8 holding.
64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.