&Partners’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

&Partners’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	$347K	Sell	18,455 -1,780	-9%	-$35.9K	﹤0.01%	1897
2025 Q4	$416K	Buy	20,235 +2,980	+17%	+$60.3K	﹤0.01%	1735
2025 Q3	$362K	Sell	17,255 -150	-0.9%	-$3.16K	﹤0.01%	1645
2025 Q2	$364K	Sell	17,405 -566	-3%	-$10.9K	﹤0.01%	1520
2025 Q1	$336K	Buy	17,971 +1,550	+9%	+$31.4K	﹤0.01%	1345
2024 Q4	$341K	Buy	+16,421	New	+$341K	﹤0.01%	1269

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

&Partners's EOI Position: Q1 2026 in Review

&Partners reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 8.8% in Q1 2026, selling an estimated $35.9K and leaving 18,455 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

&Partners first reported a position in EOI in Q4 2024 and has held it in 6 quarters since. The position peaked at $416K in Q4 2025. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

&Partners held 18,455 shares of Eaton Vance Enhanced Equity Income Fund worth $347K as of Q1 2026.
&Partners sold 1,780 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $35.9K.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1897 holding.
&Partners first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2024 and has held it in 6 quarters since.
&Partners's Eaton Vance Enhanced Equity Income Fund position peaked at $416K in Q4 2025.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.