Creative Financial Designs’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Creative Financial Designs’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	$34.8K	Hold	1,852	–	–	﹤0.01%	1031
2025 Q4	$38.1K	Hold	1,852	–	–	﹤0.01%	963
2025 Q3	$38.9K	Hold	1,852	–	–	﹤0.01%	940
2025 Q2	$38.7K	Hold	1,852	–	–	﹤0.01%	944
2025 Q1	$34.7K	Hold	1,852	–	–	﹤0.01%	944
2024 Q4	$38.5K	Hold	1,852	–	–	﹤0.01%	879
2024 Q3	$37.5K	Hold	1,852	–	–	﹤0.01%	871
2024 Q2	$36K	Hold	1,852	–	–	﹤0.01%	850
2024 Q1	$33.8K	Hold	1,852	–	–	﹤0.01%	838
2023 Q4	$30.7K	Hold	1,852	–	–	﹤0.01%	807
2023 Q3	$29.4K	Hold	1,852	–	–	﹤0.01%	761
2023 Q2	$30.5K	Buy	+1,852	New	+$29K	﹤0.01%	756

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 $38.8B AUM 21.88% 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

Creative Financial Designs's EOI Position: Q1 2026 in Review

Creative Financial Designs held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q1 2026 at 1,852 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Creative Financial Designs first reported a position in EOI in Q2 2023 and has held it in 12 quarters since. The position peaked at $38.9K in Q3 2025. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

Creative Financial Designs held 1,852 shares of Eaton Vance Enhanced Equity Income Fund worth $34.8K as of Q1 2026.
Creative Financial Designs left its Eaton Vance Enhanced Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1031 holding.
Creative Financial Designs first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2023 and has held it in 12 quarters since.
Creative Financial Designs's Eaton Vance Enhanced Equity Income Fund position peaked at $38.9K in Q3 2025.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.