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
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 $324B AUM 22.36% 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
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $364M AUM 27.64% 1-Year Est. Return

Focus Partners Wealth's EOI Position: Q1 2026 in Review

Focus Partners Wealth increased its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 89% in Q1 2026, buying an estimated $14M and bringing the position to 1,472,565 shares worth $27.7M. The position accounts for 0.03% of the portfolio, ranked #427.

Focus Partners Wealth first reported a position in EOI in Q4 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

  • Focus Partners Wealth held 1,472,565 shares of Eaton Vance Enhanced Equity Income Fund worth $27.7M as of Q1 2026.
  • Focus Partners Wealth bought 692,566 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $14M.
  • Eaton Vance Enhanced Equity Income Fund made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #427 holding.
  • Focus Partners Wealth first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.