DJYG
EOI

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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

David J. Yvars Group's EOI Position: Q2 2026 in Review

David J. Yvars Group increased its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 54% in Q2 2026, buying an estimated $230K and bringing the position to 33,185 shares worth $652K. The position accounts for 0.31% of the portfolio, ranked #48.

David J. Yvars Group first reported a position in EOI in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

  • David J. Yvars Group held 33,185 shares of Eaton Vance Enhanced Equity Income Fund worth $652K as of Q2 2026.
  • David J. Yvars Group bought 11,685 Eaton Vance Enhanced Equity Income Fund shares in Q2 2026, an estimated $230K.
  • Eaton Vance Enhanced Equity Income Fund made up 0.31% of David J. Yvars Group's portfolio in Q2 2026, its #48 holding.
  • David J. Yvars Group first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.