QFA
XAGG

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

Quattro Financial Advisors’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 		– Sell
-4,705
Closed -$234K – 105
2026
Q1 		$234K Buy
+4,705
New +$239K 0.07% 83

Other funds holding XAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Quattro Financial Advisors's XAGG Position: Q2 2026 in Review

Quattro Financial Advisors sold out of Eaton Vance Income Opportunities ETF (XAGG) in Q2 2026, closing a stake of 4,705 shares — an estimated $234K sold.

Quattro Financial Advisors first reported a position in XAGG in Q1 2026 and held it in 1 quarter. The position peaked at $234K in Q1 2026. 14 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Quattro Financial Advisors reported no remaining Eaton Vance Income Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Quattro Financial Advisors sold 4,705 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $234K.
  • Quattro Financial Advisors first reported a position in Eaton Vance Income Opportunities ETF in Q1 2026 and held it in 1 quarter.
  • Quattro Financial Advisors's Eaton Vance Income Opportunities ETF position peaked at $234K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.