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
Q2 		$503K Sell
10,065
-1,993
-17% -$99.9K ﹤0.01% 1822
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

&Partners's XAGG Position: Q2 2026 in Review

&Partners reduced its Eaton Vance Income Opportunities ETF (XAGG) stake by 17% in Q2 2026, selling an estimated $99.9K and leaving 10,065 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

&Partners first reported a position in XAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $939K in Q4 2025. 80 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • &Partners held 10,065 shares of Eaton Vance Income Opportunities ETF worth $503K as of Q2 2026.
  • &Partners sold 1,993 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $99.9K.
  • Eaton Vance Income Opportunities ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1822 holding.
  • &Partners first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • &Partners's Eaton Vance Income Opportunities ETF position peaked at $939K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.