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

HighPoint 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 Q3	$7.97M	Buy	+165,464	New	+$8.21M	0.28%	69

Other funds holding XAGG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return

Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return

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 Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

HighPoint Advisor Group's XAGG Position: Q3 2026 in Review

HighPoint Advisor Group opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q3 2026: 165,464 shares worth $7.97M. The stake represents 0.28% of the portfolio and ranks #69 among its holdings.

51 funds tracked by Wall St. Rank hold XAGG as of Q3 2026.

HighPoint Advisor Group held 165,464 shares of Eaton Vance Income Opportunities ETF worth $7.97M as of Q3 2026.
Eaton Vance Income Opportunities ETF was a new HighPoint Advisor Group position in Q3 2026.
Eaton Vance Income Opportunities ETF made up 0.28% of HighPoint Advisor Group's portfolio in Q3 2026, its #69 holding.
51 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q3 2026.

Based on HighPoint Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.