Larson Financial Group’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Larson Financial Group’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	$88.9K	Sell	4,735 -754	-14%	-$15.2K	﹤0.01%	1049
2025 Q4	$113K	Hold	5,489	–	–	﹤0.01%	891
2025 Q3	$115K	Hold	5,489	–	–	﹤0.01%	859
2025 Q2	$115K	Hold	5,489	–	–	﹤0.01%	808
2025 Q1	$103K	Hold	5,489	–	–	﹤0.01%	793
2024 Q4	$114K	Hold	5,489	–	–	0.01%	703
2024 Q3	$111K	Hold	5,489	–	–	0.01%	706
2024 Q2	$107K	Hold	5,489	–	–	0.01%	633
2024 Q1	$100K	Hold	5,489	–	–	0.01%	543
2023 Q4	$91K	Hold	5,489	–	–	0.01%	507
2023 Q3	$87K	Sell	5,489 -1,400	-20%	-$23K	0.01%	479
2023 Q2	$114K	Sell	6,889 -2,319	-25%	-$36.3K	0.01%	407
2023 Q1	$140K	Sell	9,208 -203	-2%	-$3.16K	0.02%	372
2022 Q4	$141K	Sell	9,411 -202	-2%	-$3.2K	0.02%	355
2022 Q3	$136K	Buy	+9,613	New	+$151K	0.02%	322

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Larson Financial Group's EOI Position: Q1 2026 in Review

Larson Financial Group reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 14% in Q1 2026, selling an estimated $15.2K and leaving 4,735 shares worth $88.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Larson Financial Group first reported a position in EOI in Q3 2022 and has held it in 15 quarters since. The position peaked at $141K in Q4 2022. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

Larson Financial Group held 4,735 shares of Eaton Vance Enhanced Equity Income Fund worth $88.9K as of Q1 2026.
Larson Financial Group sold 754 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $15.2K.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1049 holding.
Larson Financial Group first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2022 and has held it in 15 quarters since.
Larson Financial Group's Eaton Vance Enhanced Equity Income Fund position peaked at $141K in Q4 2022.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.