P
XAGG

&Partners’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

&Partners’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 		$599K Sell
12,058
-6,567
-35% -$333K ﹤0.01% 1598
2025
Q4 		$939K Buy
+18,625
New +$939K ﹤0.01% 1255

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

&Partners's XAGG Position: Q1 2026 in Review

&Partners reduced its Eaton Vance Income Opportunities ETF (XAGG) stake by 35% in Q1 2026, selling an estimated $333K and leaving 12,058 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

&Partners first reported a position in XAGG in Q4 2025 and has held it in 2 quarters since. The position peaked at $939K in Q4 2025. 64 funds tracked by Wall St. Rank hold XAGG as of Q1 2026.

  • &Partners held 12,058 shares of Eaton Vance Income Opportunities ETF worth $599K as of Q1 2026.
  • &Partners sold 6,567 Eaton Vance Income Opportunities ETF shares in Q1 2026, an estimated $333K.
  • Eaton Vance Income Opportunities ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1598 holding.
  • &Partners first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • &Partners's Eaton Vance Income Opportunities ETF position peaked at $939K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.