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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 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. 7 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.
  • 7 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.