Wealth Enhancement Advisory Services
XAGG

Wealth Enhancement Advisory Services’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Wealth Enhancement Advisory Services’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 		$41M Buy
821,261
+72,344
+10% +$3.63M 0.07% 250
2026
Q1 		$37.3M Buy
+748,917
New +$38M 0.08% 250

Other funds holding XAGG

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's XAGG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 9.7% in Q2 2026, buying an estimated $3.63M and bringing the position to 821,261 shares worth $41M. The position accounts for 0.07% of the portfolio, ranked #250.

Wealth Enhancement Advisory Services first reported a position in XAGG in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 821,261 shares of Eaton Vance Income Opportunities ETF worth $41M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 72,344 Eaton Vance Income Opportunities ETF shares in Q2 2026, an estimated $3.63M.
  • Eaton Vance Income Opportunities ETF made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #250 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eaton Vance Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.