HI
XAGG

Harbour Investments’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Harbour Investments’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 		$181K Buy
3,645
+3,211
+740% +$163K ﹤0.01% 1589
2025
Q4 		$21.9K Buy
+434
New +$21.9K ﹤0.01% 2378

Other funds holding XAGG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

Harbour Investments's XAGG Position: Q1 2026 in Review

Harbour Investments increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 740% in Q1 2026, buying an estimated $163K and bringing the position to 3,645 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Harbour Investments first reported a position in XAGG in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold XAGG as of Q1 2026.

  • Harbour Investments held 3,645 shares of Eaton Vance Income Opportunities ETF worth $181K as of Q1 2026.
  • Harbour Investments bought 3,211 Eaton Vance Income Opportunities ETF shares in Q1 2026, an estimated $163K.
  • Eaton Vance Income Opportunities ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1589 holding.
  • Harbour Investments first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.