WB
XAGG

WesBanco Bank’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

WesBanco Bank’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 		$21.3M Hold
426,545
– – 0.53% 43
2026
Q1 		$21.2M Buy
426,545
+1,351
+0.3% +$68.5K 0.59% 41
2025
Q4 		$21.4M Buy
+425,194
New +$21.4M 0.59% 40

Other funds holding XAGG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

WesBanco Bank's XAGG Position: Q2 2026 in Review

WesBanco Bank held its Eaton Vance Income Opportunities ETF (XAGG) position steady in Q2 2026 at 426,545 shares worth $21.3M. The position accounts for 0.53% of the portfolio, ranked #43.

WesBanco Bank first reported a position in XAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.4M in Q4 2025. 79 funds tracked by Wall St. Rank hold XAGG as of Q2 2026.

  • WesBanco Bank held 426,545 shares of Eaton Vance Income Opportunities ETF worth $21.3M as of Q2 2026.
  • WesBanco Bank left its Eaton Vance Income Opportunities ETF share count unchanged in Q2 2026.
  • Eaton Vance Income Opportunities ETF made up 0.53% of WesBanco Bank's portfolio in Q2 2026, its #43 holding.
  • WesBanco Bank first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • WesBanco Bank's Eaton Vance Income Opportunities ETF position peaked at $21.4M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q2 2026.

Based on WesBanco Bank's 13F filing for Q2 2026, filed 28 Jul 2026.