Fulton Bank
XAGG icon

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
Q3 		$4.28M Buy
88,980
+9,222
+12% +$457K 0.13% 115
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WesBanco Bank
WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return
Spectrum Wealth Advisory Group
Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return
Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Fulton Bank's XAGG Position: Q3 2026 in Review

Fulton Bank increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 12% in Q3 2026, buying an estimated $457K and bringing the position to 88,980 shares worth $4.28M. The position accounts for 0.13% of the portfolio, ranked #115.

Fulton Bank first reported a position in XAGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.46M in Q4 2025. 52 funds tracked by Wall St. Rank hold XAGG as of Q3 2026.

  • Fulton Bank held 88,980 shares of Eaton Vance Income Opportunities ETF worth $4.28M as of Q3 2026.
  • Fulton Bank bought 9,222 Eaton Vance Income Opportunities ETF shares in Q3 2026, an estimated $457K.
  • Eaton Vance Income Opportunities ETF made up 0.13% of Fulton Bank's portfolio in Q3 2026, its #115 holding.
  • Fulton Bank first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 4 quarters since.
  • Fulton Bank's Eaton Vance Income Opportunities ETF position peaked at $4.46M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q3 2026.

Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.