D.A. Davidson & Co’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

D.A. Davidson & Co’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	$6.46M	Buy	+130,014	New	+$6.59M	0.04%	334

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

D.A. Davidson & Co's XAGG Position: Q1 2026 in Review

D.A. Davidson & Co opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q1 2026: 130,014 shares worth $6.46M. The stake represents 0.04% of the portfolio and ranks #334 among its holdings.

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

D.A. Davidson & Co held 130,014 shares of Eaton Vance Income Opportunities ETF worth $6.46M as of Q1 2026.
Eaton Vance Income Opportunities ETF was a new D.A. Davidson & Co position in Q1 2026.
Eaton Vance Income Opportunities ETF made up 0.04% of D.A. Davidson & Co's portfolio in Q1 2026, its #334 holding.
64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.