Tower Wealth Partners’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Tower Wealth Partners’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 Q3	$11.1M	Buy	+230,711	New	+$11.4M	4.88%	9

Other funds holding XAGG

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Madison Wealth Partners Madison, Wisconsin $958M AUM 15.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return

Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return

Tower Wealth Partners's XAGG Position: Q3 2026 in Review

Tower Wealth Partners opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q3 2026: 230,711 shares worth $11.1M. The stake represents 4.88% of the portfolio and ranks #9 among its holdings.

79 funds tracked by Wall St. Rank hold XAGG as of Q3 2026.

Tower Wealth Partners held 230,711 shares of Eaton Vance Income Opportunities ETF worth $11.1M as of Q3 2026.
Eaton Vance Income Opportunities ETF was a new Tower Wealth Partners position in Q3 2026.
Eaton Vance Income Opportunities ETF made up 4.88% of Tower Wealth Partners's portfolio in Q3 2026, its #9 holding.
79 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q3 2026.

Based on Tower Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.