Dynamic Advisor Solutions’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Dynamic Advisor Solutions’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	$216K	Sell	4,478 -32,948	-88%	-$1.63M	0.01%	960
2026 Q2	$1.87M	Buy	37,426 +1,926	+5%	+$96.6K	0.05%	350
2026 Q1	$1.76M	Buy	35,500 +2,093	+6%	+$106K	0.06%	341
2025 Q4	$1.68M	Buy	+33,407	New	+$1.68M	0.05%	333

Other funds holding XAGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Dynamic Advisor Solutions's XAGG Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Eaton Vance Income Opportunities ETF (XAGG) stake by 88% in Q3 2026, selling an estimated $1.63M and leaving 4,478 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #960.

Dynamic Advisor Solutions first reported a position in XAGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.87M in Q2 2026. 25 funds tracked by Wall St. Rank hold XAGG as of Q3 2026.

Dynamic Advisor Solutions held 4,478 shares of Eaton Vance Income Opportunities ETF worth $216K as of Q3 2026.
Dynamic Advisor Solutions sold 32,948 Eaton Vance Income Opportunities ETF shares in Q3 2026, an estimated $1.63M.
Eaton Vance Income Opportunities ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #960 holding.
Dynamic Advisor Solutions first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 4 quarters since.
Dynamic Advisor Solutions's Eaton Vance Income Opportunities ETF position peaked at $1.87M in Q2 2026.
25 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.