SAM
EOI

Smartleaf Asset Management’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Smartleaf Asset Management’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 		$9.86K Hold
509
– – ﹤0.01% 2374
2026
Q1 		$9.23K Hold
509
– – ﹤0.01% 2365
2025
Q4 		$10.5K Hold
509
– – ﹤0.01% 2379
2025
Q3 		$10.6K Hold
509
– – ﹤0.01% 2085
2025
Q2 		$10.6K Sell
509
-898
-64% -$17.3K ﹤0.01% 1814
2025
Q1 		$26.3K Hold
1,407
– – ﹤0.01% 1466
2024
Q4 		$29.7K Hold
1,407
– – ﹤0.01% 1438
2024
Q3 		$28.1K Hold
1,407
– – ﹤0.01% 1158
2024
Q2 		$27.4K Hold
1,407
– – ﹤0.01% 919
2024
Q1 		$25.7K Buy
+1,407
New +$24.7K 0.01% 814

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
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

Smartleaf Asset Management's EOI Position: Q2 2026 in Review

Smartleaf Asset Management held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q2 2026 at 509 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Smartleaf Asset Management first reported a position in EOI in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.7K in Q4 2024. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

  • Smartleaf Asset Management held 509 shares of Eaton Vance Enhanced Equity Income Fund worth $9.86K as of Q2 2026.
  • Smartleaf Asset Management left its Eaton Vance Enhanced Equity Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2374 holding.
  • Smartleaf Asset Management first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Eaton Vance Enhanced Equity Income Fund position peaked at $29.7K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.