Atria Wealth Solutions’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Atria Wealth Solutions’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	$431K	Sell	20,580 -1,125	-5%	-$21.7K	0.01%	984
2025 Q1	$407K	Buy	21,705 +7,692	+55%	+$156K	﹤0.01%	1302
2024 Q4	$291K	Sell	14,013 -356	-2%	-$7.4K	﹤0.01%	1568
2024 Q3	$291K	Sell	14,369 -1,151	-7%	-$22.2K	﹤0.01%	1534
2024 Q2	$302K	Sell	15,520 -2,294	-13%	-$42.3K	﹤0.01%	1500
2024 Q1	$325K	Sell	17,814 -19,991	-53%	-$351K	﹤0.01%	1507
2023 Q4	$627K	Sell	37,805 -7,129	-16%	-$112K	0.01%	1095
2023 Q3	$712K	Buy	44,934 +4,295	+11%	+$70.6K	0.01%	968
2023 Q2	$670K	Buy	40,639 +19,868	+96%	+$311K	0.01%	1029
2023 Q1	$316K	Buy	+20,771	New	+$324K	﹤0.01%	1384

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Atria Wealth Solutions's EOI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 5.2% in Q2 2025, selling an estimated $21.7K and leaving 20,580 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #984.

Atria Wealth Solutions first reported a position in EOI in Q1 2023 and has held it in 10 quarters since. The position peaked at $712K in Q3 2023. 79 funds tracked by Wall St. Rank hold EOI as of Q2 2025.

Atria Wealth Solutions held 20,580 shares of Eaton Vance Enhanced Equity Income Fund worth $431K as of Q2 2025.
Atria Wealth Solutions sold 1,125 Eaton Vance Enhanced Equity Income Fund shares in Q2 2025, an estimated $21.7K.
Eaton Vance Enhanced Equity Income Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #984 holding.
Atria Wealth Solutions first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Eaton Vance Enhanced Equity Income Fund position peaked at $712K in Q3 2023.
79 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.