NewEdge Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

NewEdge 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	$112K	Buy	5,957 +388	+7%	+$7.83K	﹤0.01%	2725
2025 Q4	$114K	Sell	5,569 -33	-0.6%	-$668	﹤0.01%	2729
2025 Q3	$118K	Buy	5,602 +366	+7%	+$7.72K	﹤0.01%	2552
2025 Q2	$110K	Sell	5,236 -34	-0.6%	-$656	﹤0.01%	2391
2025 Q1	$98.9K	Sell	5,270 -7	-0.1%	-$142	﹤0.01%	2292
2024 Q4	$110K	Hold	5,277	–	–	﹤0.01%	2248
2024 Q3	$107K	Sell	5,277 -147	-3%	-$2.84K	﹤0.01%	2170
2024 Q2	$105K	Hold	5,424	–	–	﹤0.01%	2097
2024 Q1	$98.9K	Hold	5,424	–	–	﹤0.01%	2070
2023 Q4	$89.9K	Sell	5,424 -28	-0.5%	-$438	﹤0.01%	1986
2023 Q3	$86.4K	Hold	5,452	–	–	﹤0.01%	1893
2023 Q2	$89.9K	Hold	5,452	–	–	﹤0.01%	1881
2023 Q1	$83K	Buy	5,452 +471	+9%	+$7.34K	﹤0.01%	1813
2022 Q4	$74	Buy	+4,981	New	+$78.8K	﹤0.01%	3411

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 $38.8B AUM 21.88% 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

NewEdge Advisors's EOI Position: Q1 2026 in Review

NewEdge Advisors increased its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 7% in Q1 2026, buying an estimated $7.83K and bringing the position to 5,957 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

NewEdge Advisors first reported a position in EOI in Q4 2022 and has held it in 14 quarters since. The position peaked at $118K in Q3 2025. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

NewEdge Advisors held 5,957 shares of Eaton Vance Enhanced Equity Income Fund worth $112K as of Q1 2026.
NewEdge Advisors bought 388 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $7.83K.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2725 holding.
NewEdge Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $118K in Q3 2025.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.