Next Level Private’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Next Level Private’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 Q3	$1.65M	Buy	34,347 +6,079	+22%	+$302K	0.32%	62
2026 Q2	$1.41M	Sell	28,268 -1,389	-5%	-$69.7K	0.28%	63
2026 Q1	$1.47M	Buy	+29,657	New	+$1.5M	0.33%	59

Other funds holding XAGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

FFWM

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

MFS

Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return

Next Level Private's XAGG Position: Q3 2026 in Review

Next Level Private increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 22% in Q3 2026, buying an estimated $302K and bringing the position to 34,347 shares worth $1.65M. The position accounts for 0.32% of the portfolio, ranked #62.

Next Level Private first reported a position in XAGG in Q1 2026 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold XAGG as of Q3 2026.

Next Level Private held 34,347 shares of Eaton Vance Income Opportunities ETF worth $1.65M as of Q3 2026.
Next Level Private bought 6,079 Eaton Vance Income Opportunities ETF shares in Q3 2026, an estimated $302K.
Eaton Vance Income Opportunities ETF made up 0.32% of Next Level Private's portfolio in Q3 2026, its #62 holding.
Next Level Private first reported a position in Eaton Vance Income Opportunities ETF in Q1 2026 and has held it in 3 quarters since.
21 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.