Ashton Thomas Private Wealth’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Ashton Thomas Private Wealth’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	–	Sell	-21,813	Closed	-$448K	–	1520
2025 Q4	$448K	Buy	21,813 +103	+0.5%	+$2.08K	0.01%	698
2025 Q3	$456K	Buy	21,710 +97	+0.4%	+$2.05K	0.01%	666
2025 Q2	$452K	Buy	21,613 +102	+0.5%	+$1.97K	0.02%	611
2025 Q1	$404K	Buy	21,511 +99	+0.5%	+$2K	0.02%	598
2024 Q4	$445K	Buy	21,412 +92	+0.4%	+$1.91K	0.02%	555
2024 Q3	$431K	Buy	21,320 +98	+0.5%	+$1.89K	0.02%	459
2024 Q2	$412K	Buy	21,222 +101	+0.5%	+$1.86K	0.02%	456
2024 Q1	$385K	Buy	21,121 +55	+0.3%	+$965	0.02%	462
2023 Q4	$349K	Hold	21,066	–	–	0.02%	477
2023 Q3	$334K	Hold	21,066	–	–	0.02%	461
2023 Q2	$347K	Hold	21,066	–	–	0.03%	460
2023 Q1	$321K	Buy	+21,066	New	+$328K	0.03%	410

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

Ashton Thomas Private Wealth's EOI Position: Q1 2026 in Review

Ashton Thomas Private Wealth sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2026, closing a stake of 21,813 shares — an estimated $448K sold.

Ashton Thomas Private Wealth first reported a position in EOI in Q1 2023 and held it in 12 quarters. The position peaked at $456K in Q3 2025. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

Ashton Thomas Private Wealth reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2026 after selling out during the quarter.
Ashton Thomas Private Wealth sold 21,813 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $448K.
Ashton Thomas Private Wealth first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2023 and held it in 12 quarters.
Ashton Thomas Private Wealth's Eaton Vance Enhanced Equity Income Fund position peaked at $456K in Q3 2025.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.