Urban Wealth Management’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Urban Wealth 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 Q2	$334K	Buy	+6,673	New	+$335K	0.29%	75

Other funds holding XAGG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

QTR Family Wealth Lake Mary, Florida $287M AUM 40.55% 1-Year Est. Return

Urban Wealth Management's XAGG Position: Q2 2026 in Review

Urban Wealth Management opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q2 2026: 6,673 shares worth $334K. The stake represents 0.29% of the portfolio and ranks #75 among its holdings.

32 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

Urban Wealth Management held 6,673 shares of Eaton Vance Income Opportunities ETF worth $334K as of Q2 2026.
Eaton Vance Income Opportunities ETF was a new Urban Wealth Management position in Q2 2026.
Eaton Vance Income Opportunities ETF made up 0.29% of Urban Wealth Management's portfolio in Q2 2026, its #75 holding.
32 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.