Horizon Financial Services’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Horizon Financial Services’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	$125K	Buy	+6,350	New	+$125K	0.05%	94

Other funds holding EOI

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Horizon Financial Services's EOI Position: Q2 2026 in Review

Horizon Financial Services opened a new position in Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2026: 6,350 shares worth $125K. The stake represents 0.05% of the portfolio and ranks #94 among its holdings.

12 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

Horizon Financial Services held 6,350 shares of Eaton Vance Enhanced Equity Income Fund worth $125K as of Q2 2026.
Eaton Vance Enhanced Equity Income Fund was a new Horizon Financial Services position in Q2 2026.
Eaton Vance Enhanced Equity Income Fund made up 0.05% of Horizon Financial Services's portfolio in Q2 2026, its #94 holding.
12 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.