Guerra Pan Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Guerra Pan 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
2026 Q2	$773K	Sell	39,312 -253	-0.6%	-$4.97K	0.43%	48
2026 Q1	$743K	Hold	39,565	–	–	0.46%	48
2025 Q4	$813K	Hold	39,565	–	–	0.48%	46
2025 Q3	$831K	Hold	39,565	–	–	0.5%	43
2025 Q2	$828K	Hold	39,565	–	–	0.55%	45
2025 Q1	$742K	Buy	39,565 +3,359	+9%	+$68K	0.58%	46
2024 Q4	$752K	Buy	36,206 +1,245	+4%	+$25.9K	0.54%	46
2024 Q3	$707K	Buy	34,961 +3,279	+10%	+$63.3K	0.57%	51
2024 Q2	$616K	Buy	31,682 +2,553	+9%	+$47.1K	0.52%	50
2024 Q1	$531K	Sell	29,129 -1,672	-5%	-$29.3K	0.49%	54
2023 Q4	$511K	Buy	30,801 +7,562	+33%	+$118K	0.49%	58
2023 Q3	$368K	Hold	23,239	–	–	0.43%	61
2023 Q2	$383K	Hold	23,239	–	–	0.43%	59
2023 Q1	$354K	Hold	23,239	–	–	0.44%	59
2022 Q4	$347K	Hold	23,239	–	–	0.47%	59
2022 Q3	$342K	Hold	23,239	–	–	0.5%	59
2022 Q2	$379K	Hold	23,239	–	–	0.47%	60
2022 Q1	$379K	Hold	23,239	–	–	0.46%	60
2021 Q4	$468K	Buy	+23,239	New	+$454K	0.46%	58

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Guerra Pan Advisors's EOI Position: Q2 2026 in Review

Guerra Pan Advisors reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 0.64% in Q2 2026, selling an estimated $4.97K and leaving 39,312 shares worth $773K. The position accounts for 0.43% of the portfolio, ranked #48.

Guerra Pan Advisors first reported a position in EOI in Q4 2021 and has held it in 19 quarters since. The position peaked at $831K in Q3 2025. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

Guerra Pan Advisors held 39,312 shares of Eaton Vance Enhanced Equity Income Fund worth $773K as of Q2 2026.
Guerra Pan Advisors sold 253 Eaton Vance Enhanced Equity Income Fund shares in Q2 2026, an estimated $4.97K.
Eaton Vance Enhanced Equity Income Fund made up 0.43% of Guerra Pan Advisors's portfolio in Q2 2026, its #48 holding.
Guerra Pan Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $831K in Q3 2025.
91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.