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
Q2 		$234K Buy
+11,883
New +$234K ﹤0.01% 1421
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 $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
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

J.W. Cole Advisors's EOI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2026: 11,883 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1421 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in EOI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in EOI in Q1 2025 and has held it in 5 quarters since. The position peaked at $290K in Q3 2025. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

  • J.W. Cole Advisors held 11,883 shares of Eaton Vance Enhanced Equity Income Fund worth $234K as of Q2 2026.
  • Eaton Vance Enhanced Equity Income Fund was a new J.W. Cole Advisors position in Q2 2026.
  • Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1421 holding.
  • J.W. Cole Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2025 and has held it in 5 quarters since.
  • J.W. Cole Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $290K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.