Global Retirement Partners’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Global Retirement Partners’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	$1.85M	Buy	+37,056	New	+$1.86M	0.03%	516

Other funds holding XAGG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Global Retirement Partners's XAGG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q2 2026: 37,056 shares worth $1.85M. The stake represents 0.03% of the portfolio and ranks #516 among its holdings.

80 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

Global Retirement Partners held 37,056 shares of Eaton Vance Income Opportunities ETF worth $1.85M as of Q2 2026.
Eaton Vance Income Opportunities ETF was a new Global Retirement Partners position in Q2 2026.
Eaton Vance Income Opportunities ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #516 holding.
80 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.