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

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

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. 80 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.
  • 80 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.