FFA
EOI

Farther Finance Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Farther Finance Advisors’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 		$628K Sell
31,966
-60,044
-65% -$1.18M ﹤0.01% 1387
2026
Q1 		$1.76M Buy
92,010
+85,735
+1,366% +$1.73M 0.02% 710
2025
Q4 		$129K Sell
6,275
-1,813
-22% -$36.7K ﹤0.01% 2189
2025
Q3 		$170K Buy
8,088
+1,000
+14% +$21.1K ﹤0.01% 1705
2025
Q2 		$148K Hold
7,088
– – ﹤0.01% 1551
2025
Q1 		$133K Buy
7,088
+2,375
+50% +$48.1K ﹤0.01% 1404
2024
Q4 		$97.9K Buy
+4,713
New +$97.9K ﹤0.01% 1319
2024
Q2 		– Sell
-4
Closed -$73 – 3857
2024
Q1 		$73 Hold
4
– – ﹤0.01% 3422
2023
Q4 		$66 Sell
4
-348
-99% -$5.45K ﹤0.01% 3352
2023
Q3 		$5.58K Buy
352
+348
+8,700% +$5.72K ﹤0.01% 1490
2023
Q2 		$66 Buy
+4
New +$63 ﹤0.01% 2451

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
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 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

Farther Finance Advisors's EOI Position: Q2 2026 in Review

Farther Finance Advisors reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 65% in Q2 2026, selling an estimated $1.18M and leaving 31,966 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Farther Finance Advisors first reported a position in EOI in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q1 2026. 7 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

  • Farther Finance Advisors held 31,966 shares of Eaton Vance Enhanced Equity Income Fund worth $628K as of Q2 2026.
  • Farther Finance Advisors sold 60,044 Eaton Vance Enhanced Equity Income Fund shares in Q2 2026, an estimated $1.18M.
  • Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1387 holding.
  • Farther Finance Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $1.76M in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.