David J. Yvars Group
EOI icon

David J. Yvars Group’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

David J. Yvars Group’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
Q3 		$753K Buy
37,904
+4,719
+14% +$93.8K 0.35% 39
2026
Q2 		$652K Buy
33,185
+11,685
+54% +$230K 0.31% 48
2026
Q1 		$404K Buy
21,500
+372
+2% +$7.51K 0.23% 56
2025
Q4 		$434K Buy
+21,128
New +$428K 0.23% 51

Other funds holding EOI

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return
Rhodes Investment Advisors
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
TMB Capital Partners
TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

David J. Yvars Group's EOI Position: Q3 2026 in Review

David J. Yvars Group increased its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 14% in Q3 2026, buying an estimated $93.8K and bringing the position to 37,904 shares worth $753K. The position accounts for 0.35% of the portfolio, ranked #39.

David J. Yvars Group first reported a position in EOI in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold EOI as of Q3 2026.

  • David J. Yvars Group held 37,904 shares of Eaton Vance Enhanced Equity Income Fund worth $753K as of Q3 2026.
  • David J. Yvars Group bought 4,719 Eaton Vance Enhanced Equity Income Fund shares in Q3 2026, an estimated $93.8K.
  • Eaton Vance Enhanced Equity Income Fund made up 0.35% of David J. Yvars Group's portfolio in Q3 2026, its #39 holding.
  • David J. Yvars Group first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.