MA
XAGG

Mutual Advisors’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Mutual 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
Q1 		$807K Buy
16,252
+6,452
+66% +$327K 0.02% 682
2025
Q4 		$494K Buy
+9,800
New +$494K 0.01% 883

Other funds holding XAGG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

Mutual Advisors's XAGG Position: Q1 2026 in Review

Mutual Advisors increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 66% in Q1 2026, buying an estimated $327K and bringing the position to 16,252 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #682.

Mutual Advisors first reported a position in XAGG in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold XAGG as of Q1 2026.

  • Mutual Advisors held 16,252 shares of Eaton Vance Income Opportunities ETF worth $807K as of Q1 2026.
  • Mutual Advisors bought 6,452 Eaton Vance Income Opportunities ETF shares in Q1 2026, an estimated $327K.
  • Eaton Vance Income Opportunities ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #682 holding.
  • Mutual Advisors first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.