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

Rhodes Investment 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
2026 Q2	$359K	Buy	18,275 +285	+2%	+$5.6K	0.26%	88
2026 Q1	$338K	Hold	17,990	–	–	0.29%	83
2025 Q4	$370K	Buy	+17,990	New	+$364K	0.3%	76

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

Rhodes Investment Advisors's EOI Position: Q2 2026 in Review

Rhodes Investment Advisors increased its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 1.6% in Q2 2026, buying an estimated $5.6K and bringing the position to 18,275 shares worth $359K. The position accounts for 0.26% of the portfolio, ranked #88.

Rhodes Investment Advisors first reported a position in EOI in Q4 2025 and has held it in 3 quarters since. The position peaked at $370K in Q4 2025. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

Rhodes Investment Advisors held 18,275 shares of Eaton Vance Enhanced Equity Income Fund worth $359K as of Q2 2026.
Rhodes Investment Advisors bought 285 Eaton Vance Enhanced Equity Income Fund shares in Q2 2026, an estimated $5.6K.
Eaton Vance Enhanced Equity Income Fund made up 0.26% of Rhodes Investment Advisors's portfolio in Q2 2026, its #88 holding.
Rhodes Investment Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
Rhodes Investment Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $370K in Q4 2025.
91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Rhodes Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.