MFS
XAGG

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

Miller Financial Services’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 		$1.17M Buy
23,375
+9,260
+66% +$464K 0.94% 27
2026
Q1 		$701K Buy
+14,115
New +$716K 0.77% 41

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

Miller Financial Services's XAGG Position: Q2 2026 in Review

Miller Financial Services increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 66% in Q2 2026, buying an estimated $464K and bringing the position to 23,375 shares worth $1.17M. The position accounts for 0.94% of the portfolio, ranked #27.

Miller Financial Services first reported a position in XAGG in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Miller Financial Services held 23,375 shares of Eaton Vance Income Opportunities ETF worth $1.17M as of Q2 2026.
  • Miller Financial Services bought 9,260 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $464K.
  • Eaton Vance Income Opportunities ETF made up 0.94% of Miller Financial Services's portfolio in Q2 2026, its #27 holding.
  • Miller Financial Services first reported a position in Eaton Vance Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.