CWM
XAGG

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

Cornerstone 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 		$228K Buy
+4,566
New +$229K 0.01% 682

Other funds holding XAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Cornerstone Wealth Management opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q2 2026: 4,566 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings.

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

  • Cornerstone Wealth Management held 4,566 shares of Eaton Vance Income Opportunities ETF worth $228K as of Q2 2026.
  • Eaton Vance Income Opportunities ETF was a new Cornerstone Wealth Management position in Q2 2026.
  • Eaton Vance Income Opportunities ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #682 holding.
  • 14 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.