Envestnet Asset Management
XAGG

Envestnet Asset Management’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Envestnet Asset Management’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 		$15.4M Buy
307,362
+144,246
+88% +$7.23M ﹤0.01% 1647
2026
Q1 		$8.1M Buy
163,116
+66,534
+69% +$3.37M ﹤0.01% 1974
2025
Q4 		$4.87M Buy
+96,582
New +$4.87M ﹤0.01% 2190

Other funds holding XAGG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Envestnet Asset Management's XAGG Position: Q2 2026 in Review

Envestnet Asset Management increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 88% in Q2 2026, buying an estimated $7.23M and bringing the position to 307,362 shares worth $15.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Envestnet Asset Management first reported a position in XAGG in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Envestnet Asset Management held 307,362 shares of Eaton Vance Income Opportunities ETF worth $15.4M as of Q2 2026.
  • Envestnet Asset Management bought 144,246 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $7.23M.
  • Eaton Vance Income Opportunities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1647 holding.
  • Envestnet Asset Management first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.