FB
XAGG

Fulton Bank’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Fulton Bank’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 		$3.99M Sell
79,758
-5,213
-6% -$261K 0.12% 116
2026
Q1 		$4.22M Sell
84,971
-3,469
-4% -$176K 0.15% 100
2025
Q4 		$4.46M Buy
+88,440
New +$4.46M 0.15% 94

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
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
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

Fulton Bank's XAGG Position: Q2 2026 in Review

Fulton Bank reduced its Eaton Vance Income Opportunities ETF (XAGG) stake by 6.1% in Q2 2026, selling an estimated $261K and leaving 79,758 shares worth $3.99M. The position accounts for 0.12% of the portfolio, ranked #116.

Fulton Bank first reported a position in XAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.46M in Q4 2025. 10 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Fulton Bank held 79,758 shares of Eaton Vance Income Opportunities ETF worth $3.99M as of Q2 2026.
  • Fulton Bank sold 5,213 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $261K.
  • Eaton Vance Income Opportunities ETF made up 0.12% of Fulton Bank's portfolio in Q2 2026, its #116 holding.
  • Fulton Bank first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Fulton Bank's Eaton Vance Income Opportunities ETF position peaked at $4.46M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.