Cambridge Investment Research Advisors
EOI

Cambridge Investment Research Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Cambridge Investment Research 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
Q2 		$10.5M Sell
534,160
-9,149
-2% -$180K 0.02% 650
2026
Q1 		$10.2M Buy
543,309
+2,905
+0.5% +$58.7K 0.03% 610
2025
Q4 		$11.1M Buy
540,404
+52,811
+11% +$1.07M 0.03% 543
2025
Q3 		$10.2M Buy
487,593
+22,388
+5% +$472K 0.03% 556
2025
Q2 		$9.73M Buy
465,205
+5,254
+1% +$101K 0.03% 547
2025
Q1 		$8.63M Sell
459,951
-36,075
-7% -$730K 0.03% 563
2024
Q4 		$10.3M Buy
496,026
+40,136
+9% +$834K 0.03% 480
2024
Q3 		$9.22M Buy
455,890
+319
+0.1% +$6.16K 0.03% 537
2024
Q2 		$8.85M Buy
455,571
+3,554
+0.8% +$65.5K 0.03% 520
2024
Q1 		$8.24M Buy
452,017
+5,158
+1% +$90.5K 0.03% 525
2023
Q4 		$7.41M Buy
446,859
+16,696
+4% +$261K 0.03% 533
2023
Q3 		$6.82M Buy
430,163
+8,683
+2% +$143K 0.03% 516
2023
Q2 		$6.95M Sell
421,480
-3,408
-0.8% -$53.3K 0.03% 508
2023
Q1 		$6.47M Buy
424,888
+7,211
+2% +$112K 0.03% 516
2022
Q4 		$6.24M Sell
417,677
-3,499
-0.8% -$55.4K 0.03% 509
2022
Q3 		$5.94M Sell
421,176
-12,254
-3% -$193K 0.03% 492
2022
Q2 		$6.4M Buy
433,430
+59,005
+16% +$954K 0.03% 481
2022
Q1 		$6.89M Sell
374,425
-47,339
-11% -$893K 0.03% 510
2021
Q4 		$8.5M Buy
421,764
+14,704
+4% +$287K 0.04% 436
2021
Q3 		$7.29M Buy
407,060
+14,397
+4% +$272K 0.04% 459
2021
Q2 		$7.29M Buy
392,663
+12,375
+3% +$222K 0.03% 481
2021
Q1 		$6.4M Buy
380,288
+44,016
+13% +$729K 0.03% 483
2020
Q4 		$5.44M Buy
336,272
+33,523
+11% +$512K 0.03% 497
2020
Q3 		$4.43M Buy
302,749
+22,199
+8% +$334K 0.03% 501
2020
Q2 		$3.97M Buy
280,550
+63,537
+29% +$857K 0.03% 516
2020
Q1 		$2.63M Buy
217,013
+44,959
+26% +$657K 0.03% 558
2019
Q4 		$2.74M Buy
172,054
+11,386
+7% +$176K 0.02% 658
2019
Q3 		$2.43M Buy
160,668
+2,483
+2% +$37.5K 0.02% 668
2019
Q2 		$2.37M Buy
158,185
+2,415
+2% +$35.5K 0.02% 656
2019
Q1 		$2.24M Sell
155,770
-47,426
-23% -$662K 0.02% 669
2018
Q4 		$2.63M Buy
203,196
+48,179
+31% +$671K 0.03% 548
2018
Q3 		$2.48M Buy
155,017
+32,134
+26% +$511K 0.02% 603
2018
Q2 		$1.88M Buy
122,883
+13,606
+12% +$207K 0.02% 671
2018
Q1 		$1.53M Buy
109,277
+13,124
+14% +$190K 0.02% 731
2017
Q4 		$1.4M Buy
96,153
+906
+1% +$12.9K 0.02% 742
2017
Q3 		$1.33M Buy
95,247
+7,753
+9% +$106K 0.02% 700
2017
Q2 		$1.2M Buy
87,494
+8,750
+11% +$118K 0.02% 722
2017
Q1 		$1.03M Sell
78,744
-643
-0.8% -$8.29K 0.02% 709
2016
Q4 		$984K Sell
79,387
-623
-0.8% -$7.65K 0.02% 683
2016
Q3 		$1.01M Buy
80,010
+8,897
+13% +$116K 0.02% 677
2016
Q2 		$906K Buy
71,113
+496
+0.7% +$6.39K 0.02% 648
2016
Q1 		$885K Buy
70,617
+29,136
+70% +$360K 0.02% 622
2015
Q4 		$557K Sell
41,481
-2,504
-6% -$31.9K 0.01% 808
2015
Q3 		$523K Buy
43,985
+8,515
+24% +$109K 0.02% 740
2015
Q2 		$466K Buy
35,470
+6,109
+21% +$83.6K 0.01% 844
2015
Q1 		$403K Buy
29,361
+355
+1% +$4.88K 0.01% 907
2014
Q4 		$400K Buy
29,006
+952
+3% +$13K 0.01% 880
2014
Q3 		$385K Buy
28,054
+4,341
+18% +$60.4K 0.01% 945
2014
Q2 		$326K Buy
23,713
+4,481
+23% +$59.6K 0.01% 970
2014
Q1 		$251K Sell
19,232
-295
-2% -$3.84K 0.01% 1031
2013
Q4 		$254K Sell
19,527
-713
-4% -$8.96K 0.01% 958
2013
Q3 		$244K Sell
20,240
-5,252
-21% -$63.5K 0.01% 950
2013
Q2 		$294K Buy
+25,492
New +$301K 0.01% 766

Other funds holding EOI

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $182M AUM 18.36% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Investment Research Advisors's EOI Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 1.7% in Q2 2026, selling an estimated $180K and leaving 534,160 shares worth $10.5M. The position accounts for 0.02% of the portfolio, ranked #650.

Cambridge Investment Research Advisors first reported a position in EOI in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.1M in Q4 2025. 27 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

  • Cambridge Investment Research Advisors held 534,160 shares of Eaton Vance Enhanced Equity Income Fund worth $10.5M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 9,149 Eaton Vance Enhanced Equity Income Fund shares in Q2 2026, an estimated $180K.
  • Eaton Vance Enhanced Equity Income Fund made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #650 holding.
  • Cambridge Investment Research Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $11.1M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.