Osaic Holdings
XAGG

Osaic Holdings’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Osaic Holdings’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 		$358K Sell
7,212
-2,669
-27% -$135K ﹤0.01% 3659
2025
Q4 		$498K Buy
+9,881
New +$498K ﹤0.01% 3344

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

Osaic Holdings's XAGG Position: Q1 2026 in Review

Osaic Holdings reduced its Eaton Vance Income Opportunities ETF (XAGG) stake by 27% in Q1 2026, selling an estimated $135K and leaving 7,212 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #3659.

Osaic Holdings first reported a position in XAGG in Q4 2025 and has held it in 2 quarters since. The position peaked at $498K in Q4 2025. 64 funds tracked by Wall St. Rank hold XAGG as of Q1 2026.

  • Osaic Holdings held 7,212 shares of Eaton Vance Income Opportunities ETF worth $358K as of Q1 2026.
  • Osaic Holdings sold 2,669 Eaton Vance Income Opportunities ETF shares in Q1 2026, an estimated $135K.
  • Eaton Vance Income Opportunities ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3659 holding.
  • Osaic Holdings first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • Osaic Holdings's Eaton Vance Income Opportunities ETF position peaked at $498K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.