NLP
XAGG

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Next Level Private's XAGG Position: Q2 2026 in Review

Next Level Private reduced its Eaton Vance Income Opportunities ETF (XAGG) stake by 4.7% in Q2 2026, selling an estimated $69.7K and leaving 28,268 shares worth $1.41M. The position accounts for 0.28% of the portfolio, ranked #63.

Next Level Private first reported a position in XAGG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.47M in Q1 2026. 10 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Next Level Private held 28,268 shares of Eaton Vance Income Opportunities ETF worth $1.41M as of Q2 2026.
  • Next Level Private sold 1,389 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $69.7K.
  • Eaton Vance Income Opportunities ETF made up 0.28% of Next Level Private's portfolio in Q2 2026, its #63 holding.
  • Next Level Private first reported a position in Eaton Vance Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • Next Level Private's Eaton Vance Income Opportunities ETF position peaked at $1.47M in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.