Great Valley Advisor Group’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Great Valley Advisor 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 Q1	$7.4M	Buy	+148,961	New	+$7.56M	0.13%	151

Other funds holding XAGG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

Great Valley Advisor Group's XAGG Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q1 2026: 148,961 shares worth $7.4M. The stake represents 0.13% of the portfolio and ranks #151 among its holdings.

64 funds tracked by Wall St. Rank hold XAGG as of Q1 2026.

Great Valley Advisor Group held 148,961 shares of Eaton Vance Income Opportunities ETF worth $7.4M as of Q1 2026.
Eaton Vance Income Opportunities ETF was a new Great Valley Advisor Group position in Q1 2026.
Eaton Vance Income Opportunities ETF made up 0.13% of Great Valley Advisor Group's portfolio in Q1 2026, its #151 holding.
64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.