Focus Partners Wealth
EOI

Focus Partners Wealth’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Focus Partners Wealth’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 		$9.65M Sell
490,844
-981,721
-67% -$19.3M 0.01% 729
2026
Q1 		$27.7M Buy
1,472,565
+692,566
+89% +$14M 0.03% 427
2025
Q4 		$16M Buy
+779,999
New +$15.8M 0.02% 547

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth's EOI Position: Q2 2026 in Review

Focus Partners Wealth reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 67% in Q2 2026, selling an estimated $19.3M and leaving 490,844 shares worth $9.65M. The position accounts for 0.01% of the portfolio, ranked #729.

Focus Partners Wealth first reported a position in EOI in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.7M in Q1 2026. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

  • Focus Partners Wealth held 490,844 shares of Eaton Vance Enhanced Equity Income Fund worth $9.65M as of Q2 2026.
  • Focus Partners Wealth sold 981,721 Eaton Vance Enhanced Equity Income Fund shares in Q2 2026, an estimated $19.3M.
  • Eaton Vance Enhanced Equity Income Fund made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #729 holding.
  • Focus Partners Wealth first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Eaton Vance Enhanced Equity Income Fund position peaked at $27.7M in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.