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 Q1	$12.9M	Buy	+260,429	New	+$13.2M	1.9%	22

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 $11B AUM 18.22% 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 $4.02B AUM 32.62% 1-Year Est. Return

Horizon Wealth Management's XAGG Position: Q1 2026 in Review

Horizon Wealth Management opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q1 2026: 260,429 shares worth $12.9M. The stake represents 1.9% of the portfolio and ranks #22 among its holdings.

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

Horizon Wealth Management held 260,429 shares of Eaton Vance Income Opportunities ETF worth $12.9M as of Q1 2026.
Eaton Vance Income Opportunities ETF was a new Horizon Wealth Management position in Q1 2026.
Eaton Vance Income Opportunities ETF made up 1.9% of Horizon Wealth Management's portfolio in Q1 2026, its #22 holding.
64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.