CW
EOI

Curio Wealth’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Curio Wealth’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
2025
Q2 		– Sell
-1
Closed -$21.2K – 374
2025
Q1 		$21.2K Sell
1
-1,018
-100% -$20.6K 0.01% 178
2024
Q4 		$21.2K Buy
+1,019
New +$21.2K 0.01% 170

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Curio Wealth's EOI Position: Q2 2025 in Review

Curio Wealth sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2025, closing a stake of 1 share — an estimated $21.2K sold.

Curio Wealth first reported a position in EOI in Q4 2024 and held it in 2 quarters. The position peaked at $21.2K in Q1 2025. 79 funds tracked by Wall St. Rank hold EOI as of Q2 2025.

  • Curio Wealth reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2025 after selling out during the quarter.
  • Curio Wealth sold 1 Eaton Vance Enhanced Equity Income Fund share in Q2 2025, an estimated $21.2K.
  • Curio Wealth first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2024 and held it in 2 quarters.
  • Curio Wealth's Eaton Vance Enhanced Equity Income Fund position peaked at $21.2K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2025.

Based on Curio Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.