EFG
XAGG

Embree Financial Group’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Embree Financial Group’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 		$582K Buy
11,644
+7,582
+187% +$380K 0.06% 160
2026
Q1 		$202K Buy
+4,062
New +$206K 0.02% 254

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
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

Embree Financial Group's XAGG Position: Q2 2026 in Review

Embree Financial Group increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 187% in Q2 2026, buying an estimated $380K and bringing the position to 11,644 shares worth $582K. The position accounts for 0.06% of the portfolio, ranked #160.

Embree Financial Group first reported a position in XAGG in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Embree Financial Group held 11,644 shares of Eaton Vance Income Opportunities ETF worth $582K as of Q2 2026.
  • Embree Financial Group bought 7,582 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $380K.
  • Eaton Vance Income Opportunities ETF made up 0.06% of Embree Financial Group's portfolio in Q2 2026, its #160 holding.
  • Embree Financial Group first reported a position in Eaton Vance Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.