SBIA
EOI

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

Sheaff Brock 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
2025
Q1 		$228K Buy
12,150
+9
+0.1% +$182 0.02% 373
2024
Q4 		$252K Buy
12,141
+14
+0.1% +$291 0.02% 367
2024
Q3 		$245K Buy
12,127
+11
+0.1% +$212 0.02% 361
2024
Q2 		$235K Sell
12,116
-1,507
-11% -$27.8K 0.02% 359
2024
Q1 		$248K Buy
13,623
+45
+0.3% +$789 0.02% 397
2023
Q4 		$225K Buy
13,578
+34
+0.3% +$532 0.02% 395
2023
Q3 		$215K Buy
13,544
+10
+0.1% +$164 0.02% 388
2023
Q2 		$223K Buy
13,534
+32
+0.2% +$501 0.02% 401
2023
Q1 		$206K Buy
13,502
+43
+0.3% +$670 0.02% 428
2022
Q4 		$201K Buy
13,459
+1,531
+13% +$24.2K 0.02% 418
2022
Q3 		$168K Buy
11,928
+239
+2% +$3.76K 0.02% 428
2022
Q2 		$173K Buy
11,689
+15
+0.1% +$242 0.01% 441
2022
Q1 		$215K Buy
11,674
+20
+0.2% +$377 0.02% 458
2021
Q4 		$235K Buy
11,654
+15
+0.1% +$293 0.02% 448
2021
Q3 		$208K Hold
11,639
– – 0.02% 483
2021
Q2 		$216K Hold
11,639
– – 0.02% 451
2021
Q1 		$196K Hold
11,639
– – 0.02% 449
2020
Q4 		$188K Hold
11,639
– – 0.02% 434
2020
Q3 		$170K Hold
11,639
– – 0.02% 405
2020
Q2 		$165K Hold
11,639
– – 0.02% 398
2020
Q1 		$141K Hold
11,639
– – 0.02% 356
2019
Q4 		$185K Hold
11,639
– – 0.02% 424
2019
Q3 		$176K Hold
11,639
– – 0.02% 412
2019
Q2 		$174K Hold
11,639
– – 0.02% 434
2019
Q1 		$167K Hold
11,639
– – 0.02% 450
2018
Q4 		$151K Hold
11,639
– – 0.02% 415
2018
Q3 		$186K Hold
11,639
– – 0.02% 463
2018
Q2 		$178K Sell
11,639
-1,563
-12% -$23.8K 0.02% 481
2018
Q1 		$184K Hold
13,202
– – 0.02% 480
2017
Q4 		$192K Buy
13,202
+28
+0.2% +$400 0.02% 466
2017
Q3 		$185K Sell
13,174
-16,478
-56% -$225K 0.02% 497
2017
Q2 		$406K Buy
29,652
+13
+0% +$175 0.05% 313
2017
Q1 		$389K Sell
29,639
-500
-2% -$6.44K 0.05% 326
2016
Q4 		$374K Buy
30,139
+1,012
+3% +$12.4K 0.05% 337
2016
Q3 		$368K Sell
29,127
-2,987
-9% -$38.8K 0.05% 311
2016
Q2 		$409K Buy
32,114
+34
+0.1% +$438 0.05% 314
2016
Q1 		$402K Buy
32,080
+19,329
+152% +$239K 0.05% 325
2015
Q4 		$171K Buy
+12,751
New +$163K 0.02% 537

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's EOI Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 0.07% in Q1 2025, buying an estimated $182 and bringing the position to 12,150 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #373.

Sheaff Brock Investment Advisors first reported a position in EOI in Q4 2015 and has held it in 38 quarters since. The position peaked at $409K in Q2 2016. 82 funds tracked by Wall St. Rank hold EOI as of Q1 2025.

  • Sheaff Brock Investment Advisors held 12,150 shares of Eaton Vance Enhanced Equity Income Fund worth $228K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 9 Eaton Vance Enhanced Equity Income Fund shares in Q1 2025, an estimated $182.
  • Eaton Vance Enhanced Equity Income Fund made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #373 holding.
  • Sheaff Brock Investment Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $409K in Q2 2016.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.