LPL Financial
XAGG

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

LPL Financial’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 		$84.5M Buy
1,690,468
+674,105
+66% +$33.8M 0.02% 757
2026
Q1 		$50.5M Buy
1,016,363
+880,270
+647% +$44.6M 0.01% 913
2025
Q4 		$6.86M Buy
+136,093
New +$6.86M ﹤0.01% 2264

Other funds holding XAGG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

LPL Financial's XAGG Position: Q2 2026 in Review

LPL Financial increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 66% in Q2 2026, buying an estimated $33.8M and bringing the position to 1,690,468 shares worth $84.5M. The position accounts for 0.02% of the portfolio, ranked #757.

LPL Financial 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.

  • LPL Financial held 1,690,468 shares of Eaton Vance Income Opportunities ETF worth $84.5M as of Q2 2026.
  • LPL Financial bought 674,105 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $33.8M.
  • Eaton Vance Income Opportunities ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #757 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.