Ameritas Advisory Services’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Ameritas Advisory Services’s Portfolio EOI Stock Details EOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.02M	Sell	54,262 -3,511	-6%	-$70.9K	0.04%	370
2025 Q4	$1.19M	Sell	57,773 -19,656	-25%	-$398K	0.04%	333
2025 Q3	$1.63M	Sell	77,429 -3,250	-4%	-$68.5K	0.11%	172
2025 Q2	$1.69M	Sell	80,679 -65	-0.1%	-$1.25K	0.09%	228
2025 Q1	$1.68M	Hold	80,744	–	–	0.07%	271
2024 Q4	$1.68M	Buy	80,744 +2,221	+3%	+$46.2K	0.06%	300
2024 Q3	$1.59M	Sell	78,523 -8	-0%	-$154	0.07%	280
2024 Q2	$1.53M	Sell	78,531 -2,252	-3%	-$41.5K	0.06%	310
2024 Q1	$1.45M	Buy	80,783 +54,171	+204%	+$950K	0.06%	296
2023 Q4	$474K	Sell	26,612 -54,255	-67%	-$849K	0.03%	438
2023 Q3	$1.24M	Sell	80,867 -2,525	-3%	-$41.5K	0.06%	291
2023 Q2	$1.37M	Sell	83,392 -4,754	-5%	-$74.4K	0.18%	134
2023 Q1	$1.34M	Sell	88,146 -72,065	-45%	-$1.12M	0.07%	262
2022 Q4	$2.39M	Buy	160,211 +69,549	+77%	+$1.1M	0.11%	189
2022 Q3	$1.28M	Sell	90,662 -2,986	-3%	-$47K	0.08%	244
2022 Q2	$1.38M	Sell	93,648 -4,487	-5%	-$72.5K	0.08%	238
2022 Q1	$1.81M	Buy	98,135 +1,414	+1%	+$26.7K	0.07%	228
2021 Q4	$1.95M	Buy	+96,721	New	+$1.89M	0.07%	221

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameritas Advisory Services's EOI Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 6.1% in Q1 2026, selling an estimated $70.9K and leaving 54,262 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #370.

Ameritas Advisory Services first reported a position in EOI in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.39M in Q4 2022. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

Ameritas Advisory Services held 54,262 shares of Eaton Vance Enhanced Equity Income Fund worth $1.02M as of Q1 2026.
Ameritas Advisory Services sold 3,511 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $70.9K.
Eaton Vance Enhanced Equity Income Fund made up 0.04% of Ameritas Advisory Services's portfolio in Q1 2026, its #370 holding.
Ameritas Advisory Services first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Eaton Vance Enhanced Equity Income Fund position peaked at $2.39M in Q4 2022.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.