IFG
XAGG

Independent Financial Group’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Independent Financial 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
Q2 		$3.3M Buy
65,961
+10,690
+19% +$536K 0.06% 325
2026
Q1 		$2.74M Buy
55,271
+43,899
+386% +$2.23M 0.06% 326
2025
Q4 		$573K Buy
+11,372
New +$573K 0.01% 838

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
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Independent Financial Group's XAGG Position: Q2 2026 in Review

Independent Financial Group increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 19% in Q2 2026, buying an estimated $536K and bringing the position to 65,961 shares worth $3.3M. The position accounts for 0.06% of the portfolio, ranked #325.

Independent Financial Group first reported a position in XAGG in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Independent Financial Group held 65,961 shares of Eaton Vance Income Opportunities ETF worth $3.3M as of Q2 2026.
  • Independent Financial Group bought 10,690 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $536K.
  • Eaton Vance Income Opportunities ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #325 holding.
  • Independent Financial Group first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.