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 Q3	–	Sell	-90	Closed	-$1.77K	–	5290
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 $303M AUM 4.89% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

TCP

TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return

OCWP

Owl Creek Wealth Partners Denver, Colorado $355M AUM

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

IFP Advisors's EOI Position: Q3 2026 in Review

IFP Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2026, closing a stake of 90 shares — an estimated $1.77K sold.

IFP Advisors first reported a position in EOI in Q4 2015 and held it in 17 quarters. The position peaked at $32K in Q2 2016. 10 funds tracked by Wall St. Rank hold EOI as of Q3 2026.

IFP Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 90 Eaton Vance Enhanced Equity Income Fund shares in Q3 2026, an estimated $1.77K.
IFP Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2015 and held it in 17 quarters.
IFP Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $32K in Q2 2016.
10 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.