LRI Investments’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

LRI Investments’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	$12.1K	Hold	618	–	–	﹤0.01%	904
2026 Q1	$11.6K	Hold	618	–	–	﹤0.01%	850
2025 Q4	$12.7K	Hold	618	–	–	﹤0.01%	805
2025 Q3	$13K	Hold	618	–	–	﹤0.01%	811
2025 Q2	$12.9K	Hold	618	–	–	﹤0.01%	793
2025 Q1	$11.6K	Hold	618	–	–	﹤0.01%	765
2024 Q4	$12.8K	Hold	618	–	–	﹤0.01%	738
2024 Q3	$12.5K	Hold	618	–	–	﹤0.01%	741
2024 Q2	$12K	Buy	618 +14	+2%	+$258	﹤0.01%	714
2024 Q1	$11K	Buy	+604	New	+$10.6K	﹤0.01%	486

Other funds holding EOI

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TPG Advisors Northfield, Illinois $182M AUM 18.36% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

LRI Investments's EOI Position: Q2 2026 in Review

LRI Investments held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q2 2026 at 618 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

LRI Investments first reported a position in EOI in Q1 2024 and has held it in 10 quarters since. The position peaked at $13K in Q3 2025. 28 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

LRI Investments held 618 shares of Eaton Vance Enhanced Equity Income Fund worth $12.1K as of Q2 2026.
LRI Investments left its Eaton Vance Enhanced Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #904 holding.
LRI Investments first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Eaton Vance Enhanced Equity Income Fund position peaked at $13K in Q3 2025.
28 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.