Cetera Investment Advisers’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Cetera Investment Advisers’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	$1.4M	Sell	74,644 -11,399	-13%	-$230K	﹤0.01%	2606
2025 Q4	$1.77M	Buy	86,043 +3,048	+4%	+$61.7K	﹤0.01%	2325
2025 Q3	$1.74M	Buy	82,995 +4,582	+6%	+$96.6K	﹤0.01%	2295
2025 Q2	$1.64M	Buy	78,413 +16,104	+26%	+$311K	﹤0.01%	2001
2025 Q1	$1.17M	Buy	62,309 +2,431	+4%	+$49.2K	﹤0.01%	2141
2024 Q4	$1.24M	Buy	59,878 +2,050	+4%	+$42.6K	﹤0.01%	2016
2024 Q3	$1.17M	Buy	57,828 +1,088	+2%	+$21K	﹤0.01%	2017
2024 Q2	$1.1M	Buy	56,740 +6,480	+13%	+$120K	﹤0.01%	2001
2024 Q1	$916K	Buy	+50,260	New	+$881K	﹤0.01%	2145

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cetera Investment Advisers's EOI Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 13% in Q1 2026, selling an estimated $230K and leaving 74,644 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Cetera Investment Advisers first reported a position in EOI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.77M in Q4 2025. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

Cetera Investment Advisers held 74,644 shares of Eaton Vance Enhanced Equity Income Fund worth $1.4M as of Q1 2026.
Cetera Investment Advisers sold 11,399 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $230K.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2606 holding.
Cetera Investment Advisers first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's Eaton Vance Enhanced Equity Income Fund position peaked at $1.77M in Q4 2025.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.