AFG
EOI

Atomi Financial Group’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Atomi Financial Group’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
2025
Q2 		– Sell
-27,214
Closed -$511K – 1134
2025
Q1 		$511K Buy
27,214
+4,046
+17% +$81.9K 0.02% 529
2024
Q4 		$481K Buy
23,168
+1,307
+6% +$27.2K 0.02% 499
2024
Q3 		$442K Buy
21,861
+1,917
+10% +$37K 0.03% 501
2024
Q2 		$388K Buy
+19,944
New +$368K 0.03% 475

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Atomi Financial Group's EOI Position: Q2 2025 in Review

Atomi Financial Group sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2025, closing a stake of 27,214 shares — an estimated $511K sold.

Atomi Financial Group first reported a position in EOI in Q2 2024 and held it in 4 quarters. The position peaked at $511K in Q1 2025. 79 funds tracked by Wall St. Rank hold EOI as of Q2 2025.

  • Atomi Financial Group reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 27,214 Eaton Vance Enhanced Equity Income Fund shares in Q2 2025, an estimated $511K.
  • Atomi Financial Group first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2024 and held it in 4 quarters.
  • Atomi Financial Group's Eaton Vance Enhanced Equity Income Fund position peaked at $511K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.