HWM
XAGG

Horizon Wealth Management’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Horizon Wealth Management’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 		$27.6M Buy
552,439
+292,010
+112% +$14.6M 3.52% 11
2026
Q1 		$12.9M Buy
+260,429
New +$13.2M 1.9% 22

Other funds holding XAGG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Horizon Wealth Management's XAGG Position: Q2 2026 in Review

Horizon Wealth Management increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 112% in Q2 2026, buying an estimated $14.6M and bringing the position to 552,439 shares worth $27.6M. The position accounts for 3.52% of the portfolio, ranked #11.

Horizon Wealth Management first reported a position in XAGG in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Horizon Wealth Management held 552,439 shares of Eaton Vance Income Opportunities ETF worth $27.6M as of Q2 2026.
  • Horizon Wealth Management bought 292,010 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $14.6M.
  • Eaton Vance Income Opportunities ETF made up 3.52% of Horizon Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Horizon Wealth Management first reported a position in Eaton Vance Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.