Northwestern Mutual Wealth Management
XAGG

Northwestern Mutual Wealth Management’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Northwestern Mutual Wealth Management’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 		$13M Buy
261,885
+240,829
+1,144% +$12.2M 0.01% 536
2025
Q4 		$1.06M Buy
+21,056
New +$1.06M ﹤0.01% 1264

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 $11B AUM 18.22% 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 $4.02B AUM 32.62% 1-Year Est. Return

Northwestern Mutual Wealth Management's XAGG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 1,144% in Q1 2026, buying an estimated $12.2M and bringing the position to 261,885 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #536.

Northwestern Mutual Wealth Management 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.

  • Northwestern Mutual Wealth Management held 261,885 shares of Eaton Vance Income Opportunities ETF worth $13M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 240,829 Eaton Vance Income Opportunities ETF shares in Q1 2026, an estimated $12.2M.
  • Eaton Vance Income Opportunities ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #536 holding.
  • Northwestern Mutual Wealth Management 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 Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.