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
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 $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

Mount Yale Investment Advisors's EOI Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 0.71% in Q1 2026, selling an estimated $27.3K and leaving 188,248 shares worth $3.54M. The position accounts for 0.08% of the portfolio, ranked #246.

Mount Yale Investment Advisors first reported a position in EOI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.9M in Q4 2025. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

  • Mount Yale Investment Advisors held 188,248 shares of Eaton Vance Enhanced Equity Income Fund worth $3.54M as of Q1 2026.
  • Mount Yale Investment Advisors sold 1,352 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $27.3K.
  • Eaton Vance Enhanced Equity Income Fund made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #246 holding.
  • Mount Yale Investment Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $3.9M in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.