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

IFP 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	$1.77K	Buy	+90	New	+$1.77K	﹤0.01%	4287
2023 Q1	–	Sell	-142	Closed	-$2K	–	3687
2022 Q4	$2K	Hold	142	–	–	﹤0.01%	4147
2022 Q3	$2K	Hold	142	–	–	﹤0.01%	4345
2022 Q2	$2K	Hold	142	–	–	﹤0.01%	4110
2022 Q1	$2K	Buy	+142	New	+$2.68K	﹤0.01%	4108
2019 Q1	–	Sell	-950	Closed	-$12K	–	2645
2018 Q4	$12K	Buy	950 +240	+34%	+$3.34K	﹤0.01%	2401
2018 Q3	$11K	Hold	710	–	–	﹤0.01%	2790
2018 Q2	$11K	Hold	710	–	–	﹤0.01%	2829
2018 Q1	$10K	Hold	710	–	–	﹤0.01%	2779
2017 Q4	$10K	Sell	710 -1,470	-67%	-$21K	﹤0.01%	2820
2017 Q3	$31K	Hold	2,180	–	–	﹤0.01%	2313
2017 Q2	$30K	Hold	2,180	–	–	﹤0.01%	2314
2017 Q1	$29K	Hold	2,180	–	–	﹤0.01%	2258
2016 Q4	$27K	Hold	2,180	–	–	﹤0.01%	2264
2016 Q3	$28K	Sell	2,180 -310	-12%	-$4.03K	﹤0.01%	2186
2016 Q2	$32K	Buy	+2,490	New	+$32.1K	﹤0.01%	2033
2016 Q1	–	Sell	-1,334	Closed	-$18K	–	2658
2015 Q4	$18K	Buy	+1,334	New	+$17K	﹤0.01%	2216

Other funds holding EOI

SFS

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

PFO

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

DJYG

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

FFA

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

JWCA

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

HFS

Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 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

DJSG

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

IFP Advisors's EOI Position: Q2 2026 in Review

IFP Advisors opened a new position in Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2026: 90 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #4287 among its holdings. This is a return to the name: IFP Advisors previously reported a position in EOI as recently as Q4 2022.

IFP Advisors first reported a position in EOI in Q4 2015 and has held it in 17 quarters since. The position peaked at $32K in Q2 2016. 12 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

IFP Advisors held 90 shares of Eaton Vance Enhanced Equity Income Fund worth $1.77K as of Q2 2026.
Eaton Vance Enhanced Equity Income Fund was a new IFP Advisors position in Q2 2026.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4287 holding.
IFP Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2015 and has held it in 17 quarters since.
IFP Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $32K in Q2 2016.
12 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.