Rockefeller Capital Management
XAGG

Rockefeller Capital Management’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Rockefeller Capital Management’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
Q1 		– Sell
-116
Closed -$5.85K – 4919
2025
Q4 		$5.85K Buy
+116
New +$5.84K ﹤0.01% 4019

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Wealth Enhancement Advisory Services
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Ameriprise
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BEI
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Janney Montgomery Scott
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Wells Fargo
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WB
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Rockefeller Capital Management's XAGG Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Eaton Vance Income Opportunities ETF (XAGG) in Q1 2026, closing a stake of 116 shares — an estimated $5.85K sold.

Rockefeller Capital Management first reported a position in XAGG in Q4 2025 and held it in 1 quarter. The position peaked at $5.85K in Q4 2025. 64 funds tracked by Wall St. Rank hold XAGG as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Eaton Vance Income Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 116 Eaton Vance Income Opportunities ETF shares in Q1 2026, an estimated $5.85K.
  • Rockefeller Capital Management first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Eaton Vance Income Opportunities ETF position peaked at $5.85K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.