Carson Wealth (CWM LLC)
EOI

Carson Wealth (CWM LLC)’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Carson Wealth (CWM LLC)’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 		$189K Buy
10,048
+61
+0.6% +$1.23K ﹤0.01% 2784
2025
Q4 		$205K Buy
9,987
+58
+0.6% +$1.17K ﹤0.01% 2558
2025
Q3 		$209K Buy
9,929
+55
+0.6% +$1.16K ﹤0.01% 2408
2025
Q2 		$207K Buy
9,874
+58
+0.6% +$1.12K ﹤0.01% 2143
2025
Q1 		$184K Buy
9,816
+56
+0.6% +$1.13K ﹤0.01% 1978
2024
Q4 		$203K Sell
9,760
-48
-0.5% -$998 ﹤0.01% 1812
2024
Q3 		$198K Buy
9,808
+18
+0.2% +$347 ﹤0.01% 1760
2024
Q2 		$190K Hold
9,790
– – ﹤0.01% 1614
2024
Q1 		$178K Hold
9,790
– – ﹤0.01% 1567
2023
Q4 		$162K Hold
9,790
– – ﹤0.01% 1509
2023
Q3 		$155K Hold
9,790
– – ﹤0.01% 1408
2023
Q2 		$161K Hold
9,790
– – ﹤0.01% 1336
2023
Q1 		$149K Hold
9,790
– – ﹤0.01% 1319
2022
Q4 		$146K Hold
9,790
– – ﹤0.01% 1217
2022
Q3 		$138K Hold
9,790
– – ﹤0.01% 1201
2022
Q2 		$145K Hold
9,790
– – ﹤0.01% 1169
2022
Q1 		$180K Hold
9,790
– – ﹤0.01% 1079
2021
Q4 		$197K Buy
+9,790
New +$191K ﹤0.01% 1027
2021
Q2 		$182K Hold
9,790
– – ﹤0.01% 934
2021
Q1 		$182K Hold
9,790
– – ﹤0.01% 934
2020
Q4 		$182K Hold
9,790
– – ﹤0.01% 934
2020
Q3 		$182K Hold
9,790
– – ﹤0.01% 934
2020
Q2 		$182K Hold
9,790
– – ﹤0.01% 934
2020
Q1 		$182K Hold
9,790
– – ﹤0.01% 934
2019
Q4 		$182K Hold
9,790
– – ﹤0.01% 934
2019
Q3 		$182K Hold
9,790
– – ﹤0.01% 934
2019
Q2 		$182K Hold
9,790
– – ﹤0.01% 934
2019
Q1 		$182K Sell
9,790
-61,435
-86% -$857K ﹤0.01% 934
2018
Q4 		$922K Buy
+71,225
New +$992K 0.02% 381

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 $44.6B AUM 28.94% 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

Carson Wealth (CWM LLC)'s EOI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 0.61% in Q1 2026, buying an estimated $1.23K and bringing the position to 10,048 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #2784.

Carson Wealth (CWM LLC) first reported a position in EOI in Q4 2018 and has held it in 29 quarters since. The position peaked at $922K in Q4 2018. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,048 shares of Eaton Vance Enhanced Equity Income Fund worth $189K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 61 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $1.23K.
  • Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2784 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Eaton Vance Enhanced Equity Income Fund position peaked at $922K in Q4 2018.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.