Vise Technologies’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Vise Technologies’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	$2.49M	Buy	+51,793	New	+$2.57M	0.02%	581

Other funds holding XAGG

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

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

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

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

Vise Technologies's XAGG Position: Q3 2026 in Review

Vise Technologies opened a new position in Eaton Vance Income Opportunities ETF (XAGG) in Q3 2026: 51,793 shares worth $2.49M. The stake represents 0.02% of the portfolio and ranks #581 among its holdings.

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

Vise Technologies held 51,793 shares of Eaton Vance Income Opportunities ETF worth $2.49M as of Q3 2026.
Eaton Vance Income Opportunities ETF was a new Vise Technologies position in Q3 2026.
Eaton Vance Income Opportunities ETF made up 0.02% of Vise Technologies's portfolio in Q3 2026, its #581 holding.
32 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.