FGAM
EOI

Financial Gravity Asset Management’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Financial Gravity Asset 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
2026
Q1 		$9.95K Buy
+530
New +$10.7K ﹤0.01% 574
2025
Q1 		$9.94K Buy
+530
New +$10.7K ﹤0.01% 607

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Financial Gravity Asset Management's EOI Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2026: 530 shares worth $9.95K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in EOI as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in EOI in Q1 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

  • Financial Gravity Asset Management held 530 shares of Eaton Vance Enhanced Equity Income Fund worth $9.95K as of Q1 2026.
  • Eaton Vance Enhanced Equity Income Fund was a new Financial Gravity Asset Management position in Q1 2026.
  • Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #574 holding.
  • Financial Gravity Asset Management first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2025 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.