IA
XAGG

IFP Advisors’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

IFP Advisors’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 		$20.4K Buy
409
+7
+2% +$351 ﹤0.01% 2964
2026
Q1 		$20K Buy
402
+4
+1% +$203 ﹤0.01% 2780
2025
Q4 		$20.1K Buy
+398
New +$20.1K ﹤0.01% 2726

Other funds holding XAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

IFP Advisors's XAGG Position: Q2 2026 in Review

IFP Advisors increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 1.7% in Q2 2026, buying an estimated $351 and bringing the position to 409 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2964.

IFP Advisors first reported a position in XAGG in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • IFP Advisors held 409 shares of Eaton Vance Income Opportunities ETF worth $20.4K as of Q2 2026.
  • IFP Advisors bought 7 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $351.
  • Eaton Vance Income Opportunities ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2964 holding.
  • IFP Advisors first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.