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

Sanctuary 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 Q1	$475K	Sell	25,278 -1,593	-6%	-$32.2K	﹤0.01%	1814
2025 Q4	$552K	Sell	26,871 -3,401	-11%	-$68.8K	﹤0.01%	1669
2025 Q3	$636K	Sell	30,272 -1,410	-4%	-$29.7K	﹤0.01%	1557
2025 Q2	$663K	Sell	31,682 -260	-0.8%	-$5.01K	﹤0.01%	1455
2025 Q1	$599K	Sell	31,942 -200	-0.6%	-$4.05K	﹤0.01%	1415
2024 Q4	$677K	Sell	32,142 -4,508	-12%	-$93.7K	﹤0.01%	1501
2024 Q3	$787K	Buy	36,650 +9,321	+34%	+$180K	0.01%	1397
2024 Q2	$483K	Buy	+27,329	New	+$504K	﹤0.01%	1665

Other funds holding EOI

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Sanctuary Advisors's EOI Position: Q1 2026 in Review

Sanctuary Advisors reduced its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 5.9% in Q1 2026, selling an estimated $32.2K and leaving 25,278 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Sanctuary Advisors first reported a position in EOI in Q2 2024 and has held it in 8 quarters since. The position peaked at $787K in Q3 2024. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

Sanctuary Advisors held 25,278 shares of Eaton Vance Enhanced Equity Income Fund worth $475K as of Q1 2026.
Sanctuary Advisors sold 1,593 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $32.2K.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1814 holding.
Sanctuary Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $787K in Q3 2024.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.