GFWA
EOI

Grey Fox Wealth Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Grey Fox Wealth Advisors’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
Q4 		– Sell
-13
Closed -$274 – 282
2025
Q3 		$274 Buy
+13
New +$274 ﹤0.01% 621
2023
Q2 		– Sell
-1,615
Closed -$24.6K – 230
2023
Q1 		$24.6K Hold
1,615
– – 0.01% 249
2022
Q4 		$24.1K Buy
+1,615
New +$25.6K 0.02% 221

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Grey Fox Wealth Advisors's EOI Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2025, closing a stake of 13 shares — an estimated $274 sold.

Grey Fox Wealth Advisors first reported a position in EOI in Q4 2022 and held it in 3 quarters. The position peaked at $24.6K in Q1 2023. 88 funds tracked by Wall St. Rank hold EOI as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 13 Eaton Vance Enhanced Equity Income Fund shares in Q4 2025, an estimated $274.
  • Grey Fox Wealth Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $24.6K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.