BRWA
EOI

B. Riley Wealth Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

B. Riley Wealth Advisors’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
-17,825
Closed -$366K – 960
2025
Q4 		$366K Sell
17,825
-3,883
-18% -$78.6K 0.02% 633
2025
Q3 		$456K Buy
21,708
+49
+0.2% +$1.03K 0.02% 564
2025
Q2 		$453K Buy
+21,659
New +$418K 0.02% 559
2024
Q4 		$569K Buy
27,381
+1,625
+6% +$33.8K 0.02% 653
2024
Q3 		$513K Buy
25,756
+596
+2% +$11.5K 0.01% 734
2024
Q2 		$489K Buy
+25,160
New +$464K 0.01% 832
2024
Q1 		– Sell
-24,082
Closed -$399K – 1464
2023
Q4 		$399K Buy
+24,082
New +$377K 0.01% 925
2023
Q3 		– Sell
-27,210
Closed -$449K – 1557
2023
Q2 		$449K Buy
27,210
+2,826
+12% +$44.2K 0.01% 906
2023
Q1 		$371K Hold
24,384
– – 0.01% 950
2022
Q4 		$364K Sell
24,384
-573
-2% -$9.07K 0.01% 942
2022
Q3 		$352K Buy
24,957
+2,045
+9% +$32.2K 0.01% 923
2022
Q2 		$339K Buy
22,912
+1,762
+8% +$28.5K 0.01% 817
2022
Q1 		$390K Sell
21,150
-48
-0.2% -$905 0.01% 892
2021
Q4 		$428K Sell
21,198
-1,019
-5% -$19.9K 0.01% 902
2021
Q3 		$398K Buy
22,217
+716
+3% +$13.5K 0.01% 893
2021
Q2 		$400K Buy
21,501
+45
+0.2% +$806 0.01% 884
2021
Q1 		$361K Buy
21,456
+2,041
+11% +$33.8K 0.01% 897
2020
Q4 		$314K Buy
19,415
+3,025
+18% +$46.2K 0.02% 729
2020
Q3 		$240K Sell
16,390
-1,993
-11% -$30K 0.01% 787
2020
Q2 		$261K Buy
18,383
+2,010
+12% +$27.1K 0.02% 674
2020
Q1 		$199K Buy
16,373
+11
+0.1% +$161 0.02% 677
2019
Q4 		$261K Buy
16,362
+6,195
+61% +$95.9K 0.02% 654
2019
Q3 		$154K Buy
+10,167
New +$154K 0.02% 747
2015
Q1 		– Sell
-775
Closed -$11 – 973
2014
Q4 		$11 Buy
+775
New +$10.6K ﹤0.01% 2804
2014
Q3 		– Sell
-775
Closed -$10.7K – 999
2014
Q2 		$10.7K Buy
+775
New +$10.3K ﹤0.01% 1756

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

B. Riley Wealth Advisors's EOI Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2026, closing a stake of 17,825 shares — an estimated $366K sold.

B. Riley Wealth Advisors first reported a position in EOI in Q2 2014 and held it in 25 quarters. The position peaked at $569K in Q4 2024. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,825 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $366K.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2014 and held it in 25 quarters.
  • B. Riley Wealth Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $569K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.