Pinnacle Wealth Planning Services’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Pinnacle Wealth Planning Services’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	$904	Hold	46	–	–	﹤0.01%	2594
2026 Q1	$864	Hold	46	–	–	﹤0.01%	2574
2025 Q4	$946	Buy	+46	New	+$931	﹤0.01%	2593

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

Pinnacle Wealth Planning Services's EOI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q2 2026 at 46 shares worth $904. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

Pinnacle Wealth Planning Services first reported a position in EOI in Q4 2025 and has held it in 3 quarters since. The position peaked at $946 in Q4 2025. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

Pinnacle Wealth Planning Services held 46 shares of Eaton Vance Enhanced Equity Income Fund worth $904 as of Q2 2026.
Pinnacle Wealth Planning Services left its Eaton Vance Enhanced Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2594 holding.
Pinnacle Wealth Planning Services first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's Eaton Vance Enhanced Equity Income Fund position peaked at $946 in Q4 2025.
91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.