FAIM
EOI

Financial Advocates Investment Management’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Financial Advocates Investment Management’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
-49,079
Closed -$921K – 667
2025
Q1 		$921K Buy
49,079
+770
+2% +$15.6K 0.06% 294
2024
Q4 		$1M Sell
48,309
-210
-0.4% -$4.36K 0.06% 301
2024
Q3 		$982K Buy
48,519
+2,160
+5% +$41.7K 0.06% 311
2024
Q2 		$901K Hold
46,359
– – 0.06% 311
2024
Q1 		$845K Hold
46,359
– – 0.05% 340
2023
Q4 		$769K Buy
46,359
+1,164
+3% +$18.2K 0.05% 339
2023
Q3 		$716K Sell
45,195
-350
-0.8% -$5.75K 0.05% 335
2023
Q2 		$751K Buy
45,545
+2,200
+5% +$34.4K 0.05% 317
2023
Q1 		$660K Buy
43,345
+2,350
+6% +$36.6K 0.05% 368
2022
Q4 		$612K Buy
40,995
+2,880
+8% +$45.6K 0.05% 406
2022
Q3 		$537K Buy
38,115
+4,489
+13% +$70.6K 0.04% 400
2022
Q2 		$496K Buy
33,626
+4,966
+17% +$80.3K 0.04% 397
2022
Q1 		$528K Buy
28,660
+10,606
+59% +$200K 0.03% 426
2021
Q4 		$364K Buy
18,054
+3,947
+28% +$77K 0.02% 577
2021
Q3 		$253K Hold
14,107
– – 0.02% 647
2021
Q2 		$262K Sell
14,107
-400
-3% -$7.16K 0.02% 634
2021
Q1 		$244K Hold
14,507
– – 0.02% 668
2020
Q4 		$235K Hold
14,507
– – 0.02% 634
2020
Q3 		$212K Sell
14,507
-1,770
-11% -$26.6K 0.02% 568
2020
Q2 		$230K Buy
16,277
+4,725
+41% +$63.7K 0.02% 526
2020
Q1 		$140K Buy
+11,552
New +$169K 0.02% 448

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 $44.6B AUM 28.94% 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 $11.8B AUM 31.86% 1-Year Est. Return

Financial Advocates Investment Management's EOI Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2025, closing a stake of 49,079 shares — an estimated $921K sold.

Financial Advocates Investment Management first reported a position in EOI in Q1 2020 and held it in 21 quarters. The position peaked at $1M in Q4 2024. 79 funds tracked by Wall St. Rank hold EOI as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 49,079 Eaton Vance Enhanced Equity Income Fund shares in Q2 2025, an estimated $921K.
  • Financial Advocates Investment Management first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2020 and held it in 21 quarters.
  • Financial Advocates Investment Management's Eaton Vance Enhanced Equity Income Fund position peaked at $1M in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.