KFP
XAGG

Kerr Financial Planning’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Kerr Financial Planning’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 		$30.5K Buy
605
+576
+1,986% +$28.9K 0.03% 230
2026
Q1 		$1.33K Sell
29
-1,102
-97% -$55.9K ﹤0.01% 465
2025
Q4 		$57.2K Buy
+1,131
New +$57K 0.08% 166

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

Kerr Financial Planning's XAGG Position: Q2 2026 in Review

Kerr Financial Planning increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 1,986% in Q2 2026, buying an estimated $28.9K and bringing the position to 605 shares worth $30.5K. The position accounts for 0.03% of the portfolio, ranked #230.

Kerr Financial Planning first reported a position in XAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $57.2K in Q4 2025. 80 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Kerr Financial Planning held 605 shares of Eaton Vance Income Opportunities ETF worth $30.5K as of Q2 2026.
  • Kerr Financial Planning bought 576 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $28.9K.
  • Eaton Vance Income Opportunities ETF made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #230 holding.
  • Kerr Financial Planning first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Kerr Financial Planning's Eaton Vance Income Opportunities ETF position peaked at $57.2K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.