DAS
XAGG

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
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
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
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
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
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Dynamic Advisor Solutions's XAGG Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 5.4% in Q2 2026, buying an estimated $96.6K and bringing the position to 37,426 shares worth $1.87M. The position accounts for 0.05% of the portfolio, ranked #350.

Dynamic Advisor Solutions first reported a position in XAGG in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Dynamic Advisor Solutions held 37,426 shares of Eaton Vance Income Opportunities ETF worth $1.87M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,926 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $96.6K.
  • Eaton Vance Income Opportunities ETF made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #350 holding.
  • Dynamic Advisor Solutions first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.