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
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 $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 $38.8B AUM 21.88% 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 $9.2B AUM 23.26% 1-Year Est. Return

Financial Gravity Companies's EOI Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2025: 530 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EOI as recently as Q4 2024.

Financial Gravity Companies first reported a position in EOI in Q4 2024 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold EOI as of Q2 2025.

  • Financial Gravity Companies held 530 shares of Eaton Vance Enhanced Equity Income Fund worth $11.1K as of Q2 2025.
  • Eaton Vance Enhanced Equity Income Fund was a new Financial Gravity Companies position in Q2 2025.
  • Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #556 holding.
  • Financial Gravity Companies first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2024 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.