PS
EOI

Principal Securities’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,241
Closed -$26.1K – 1972
2025
Q3 		$26.1K Buy
1,241
+23
+2% +$485 ﹤0.01% 2279
2025
Q2 		$25.5K Buy
1,218
+48
+4% +$926 ﹤0.01% 2199
2025
Q1 		$24.3K Hold
1,170
– – ﹤0.01% 2105
2024
Q4 		$24.3K Buy
+1,170
New +$24.3K ﹤0.01% 2100

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Principal Securities's EOI Position: Q4 2025 in Review

Principal Securities sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2025, closing a stake of 1,241 shares — an estimated $26.1K sold.

Principal Securities first reported a position in EOI in Q4 2024 and held it in 4 quarters. The position peaked at $26.1K in Q3 2025. 88 funds tracked by Wall St. Rank hold EOI as of Q4 2025.

  • Principal Securities reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,241 Eaton Vance Enhanced Equity Income Fund shares in Q4 2025, an estimated $26.1K.
  • Principal Securities first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Eaton Vance Enhanced Equity Income Fund position peaked at $26.1K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.