QFW
XAGG

QTR Family Wealth’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

QTR Family Wealth’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 		$2.91M Buy
58,129
+18,961
+48% +$951K 1.01% 16
2026
Q1 		$1.98M Buy
39,168
+3,425
+10% +$174K 0.82% 27
2025
Q4 		$1.83M Buy
+35,743
New +$1.8M 0.81% 28

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

QTR Family Wealth's XAGG Position: Q2 2026 in Review

QTR Family Wealth increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 48% in Q2 2026, buying an estimated $951K and bringing the position to 58,129 shares worth $2.91M. The position accounts for 1.01% of the portfolio, ranked #16.

QTR Family Wealth first reported a position in XAGG in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • QTR Family Wealth held 58,129 shares of Eaton Vance Income Opportunities ETF worth $2.91M as of Q2 2026.
  • QTR Family Wealth bought 18,961 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $951K.
  • Eaton Vance Income Opportunities ETF made up 1.01% of QTR Family Wealth's portfolio in Q2 2026, its #16 holding.
  • QTR Family Wealth first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.