MYIA
EOI

Mount Yale Investment Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Mount Yale Investment 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 		$3.63M Sell
184,826
-3,422
-2% -$67.3K 0.07% 276
2026
Q1 		$3.54M Sell
188,248
-1,352
-0.7% -$27.3K 0.08% 246
2025
Q4 		$3.9M Buy
189,600
+25,068
+15% +$507K 0.19% 117
2025
Q3 		$3.46M Buy
+164,532
New +$3.47M 0.24% 93

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

Mount Yale Investment Advisors's EOI Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 1.8% in Q2 2026, selling an estimated $67.3K and leaving 184,826 shares worth $3.63M. The position accounts for 0.07% of the portfolio, ranked #276.

Mount Yale Investment Advisors first reported a position in EOI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.9M in Q4 2025. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

  • Mount Yale Investment Advisors held 184,826 shares of Eaton Vance Enhanced Equity Income Fund worth $3.63M as of Q2 2026.
  • Mount Yale Investment Advisors sold 3,422 Eaton Vance Enhanced Equity Income Fund shares in Q2 2026, an estimated $67.3K.
  • Eaton Vance Enhanced Equity Income Fund made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #276 holding.
  • Mount Yale Investment Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $3.9M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.