IFP Advisors
XAGG icon

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
Q3 		$20K Buy
416
+7
+2% +$347 ﹤0.01% 2961
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Madison Wealth Partners
Madison Wealth Partners Madison, Wisconsin $958M AUM 15.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

IFP Advisors's XAGG Position: Q3 2026 in Review

IFP Advisors increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 1.7% in Q3 2026, buying an estimated $347 and bringing the position to 416 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

IFP Advisors first reported a position in XAGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.4K in Q2 2026. 88 funds tracked by Wall St. Rank hold XAGG as of Q3 2026.

  • IFP Advisors held 416 shares of Eaton Vance Income Opportunities ETF worth $20K as of Q3 2026.
  • IFP Advisors bought 7 Eaton Vance Income Opportunities ETF shares in Q3 2026, an estimated $347.
  • Eaton Vance Income Opportunities ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2961 holding.
  • IFP Advisors first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 4 quarters since.
  • IFP Advisors's Eaton Vance Income Opportunities ETF position peaked at $20.4K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.