Integrated Wealth Concepts’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Integrated Wealth Concepts’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	$22.7K	Buy	+1,154	New	+$22.7K	﹤0.01%	3986

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

Integrated Wealth Concepts's EOI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2026: 1,154 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #3986 among its holdings.

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

Integrated Wealth Concepts held 1,154 shares of Eaton Vance Enhanced Equity Income Fund worth $22.7K as of Q2 2026.
Eaton Vance Enhanced Equity Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3986 holding.
91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.