FGC
EOI

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

Financial Gravity Companies’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 		$10.4K Buy
+530
New +$10.4K ﹤0.01% 575
2025
Q2 		$11.1K Buy
+530
New +$10.2K ﹤0.01% 556
2024
Q4 		$11K Buy
+530
New +$11K ﹤0.01% 541

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

Financial Gravity Companies's EOI Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2026: 530 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EOI as recently as Q2 2025.

Financial Gravity Companies first reported a position in EOI in Q4 2024 and has held it in 3 quarters since. The position peaked at $11.1K in Q2 2025. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

  • Financial Gravity Companies held 530 shares of Eaton Vance Enhanced Equity Income Fund worth $10.4K as of Q2 2026.
  • Eaton Vance Enhanced Equity Income Fund was a new Financial Gravity Companies position in Q2 2026.
  • Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #575 holding.
  • Financial Gravity Companies first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Eaton Vance Enhanced Equity Income Fund position peaked at $11.1K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.