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

PSI 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
2025 Q2	–	Sell	-500	Closed	-$9.38K	–	264
2025 Q1	$9.38K	Hold	500	–	–	﹤0.01%	457
2024 Q4	$10.4K	Hold	500	–	–	﹤0.01%	518
2024 Q3	$10.1K	Hold	500	–	–	﹤0.01%	536
2024 Q2	$9.71K	Hold	500	–	–	﹤0.01%	522
2024 Q1	$9.12K	Hold	500	–	–	﹤0.01%	503
2023 Q4	$8.29K	Hold	500	–	–	﹤0.01%	542
2023 Q3	$7.92K	Hold	500	–	–	﹤0.01%	530
2023 Q2	$8.24K	Hold	500	–	–	﹤0.01%	519
2023 Q1	$7.61K	Hold	500	–	–	﹤0.01%	477
2022 Q4	$7.46K	Hold	500	–	–	﹤0.01%	467
2022 Q3	$7K	Hold	500	–	–	﹤0.01%	485
2022 Q2	$7K	Hold	500	–	–	﹤0.01%	523
2022 Q1	$9K	Hold	500	–	–	﹤0.01%	479
2021 Q4	$10K	Hold	500	–	–	﹤0.01%	495
2021 Q3	$9K	Buy	+500	New	+$9.44K	﹤0.01%	502

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

PSI Advisors's EOI Position: Q2 2025 in Review

PSI Advisors sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q2 2025, closing a stake of 500 shares — an estimated $9.38K sold.

PSI Advisors first reported a position in EOI in Q3 2021 and held it in 15 quarters. The position peaked at $10.4K in Q4 2024. 79 funds tracked by Wall St. Rank hold EOI as of Q2 2025.

PSI Advisors reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 500 Eaton Vance Enhanced Equity Income Fund shares in Q2 2025, an estimated $9.38K.
PSI Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2021 and held it in 15 quarters.
PSI Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $10.4K in Q4 2024.
79 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.