Creative Financial Designs
XAGG icon

Creative Financial Designs’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Creative Financial Designs’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
Q3 		$10M Buy
+207,525
New +$10.3M 0.45% 51

Other funds holding XAGG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WesBanco Bank
WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return
Spectrum Wealth Advisory Group
Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return
Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Creative Financial Designs's XAGG Position: Q3 2026 in Review

Creative Financial Designs opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q3 2026: 207,525 shares worth $10M. The stake represents 0.45% of the portfolio and ranks #51 among its holdings.

50 funds tracked by Wall St. Rank hold XAGG as of Q3 2026.

  • Creative Financial Designs held 207,525 shares of Eaton Vance Income Opportunities ETF worth $10M as of Q3 2026.
  • Eaton Vance Income Opportunities ETF was a new Creative Financial Designs position in Q3 2026.
  • Eaton Vance Income Opportunities ETF made up 0.45% of Creative Financial Designs's portfolio in Q3 2026, its #51 holding.
  • 50 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.