PF
XAGG

PlanVest Financial’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

PlanVest Financial’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 		$908K Buy
18,173
+701
+4% +$35.2K 0.61% 37
2026
Q1 		$868K Buy
+17,472
New +$886K 0.66% 35

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

PlanVest Financial's XAGG Position: Q2 2026 in Review

PlanVest Financial increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 4% in Q2 2026, buying an estimated $35.2K and bringing the position to 18,173 shares worth $908K. The position accounts for 0.61% of the portfolio, ranked #37.

PlanVest Financial first reported a position in XAGG in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • PlanVest Financial held 18,173 shares of Eaton Vance Income Opportunities ETF worth $908K as of Q2 2026.
  • PlanVest Financial bought 701 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $35.2K.
  • Eaton Vance Income Opportunities ETF made up 0.61% of PlanVest Financial's portfolio in Q2 2026, its #37 holding.
  • PlanVest Financial first reported a position in Eaton Vance Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.