&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 Q2	$357K	Sell	18,155 -300	-2%	-$5.9K	﹤0.01%	2033
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 $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

&Partners's EOI Position: Q2 2026 in Review

&Partners reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 1.6% in Q2 2026, selling an estimated $5.9K and leaving 18,155 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

&Partners first reported a position in EOI in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q4 2025. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

&Partners held 18,155 shares of Eaton Vance Enhanced Equity Income Fund worth $357K as of Q2 2026.
&Partners sold 300 Eaton Vance Enhanced Equity Income Fund shares in Q2 2026, an estimated $5.9K.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2033 holding.
&Partners first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2024 and has held it in 7 quarters since.
&Partners's Eaton Vance Enhanced Equity Income Fund position peaked at $416K in Q4 2025.
91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.