JWCA
EOI

J.W. Cole Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

J.W. Cole 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
Q1 		– Sell
-13,006
Closed -$221K – 953
2025
Q4 		$221K Sell
13,006
-792
-6% -$16K 0.01% 1252
2025
Q3 		$290K Buy
13,798
+1,687
+14% +$35.6K 0.01% 1233
2025
Q2 		$253K Buy
12,111
+857
+8% +$16.5K 0.01% 1226
2025
Q1 		$211K Buy
+11,254
New +$228K 0.01% 1126

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

J.W. Cole Advisors's EOI Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2026, closing a stake of 13,006 shares — an estimated $221K sold.

J.W. Cole Advisors first reported a position in EOI in Q1 2025 and held it in 4 quarters. The position peaked at $290K in Q3 2025. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 13,006 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $221K.
  • J.W. Cole Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2025 and held it in 4 quarters.
  • J.W. Cole Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $290K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.