SPIA
EOI

Steward Partners Investment Advisory’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Steward Partners Investment Advisory’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 		$2.53M Buy
134,791
+73,799
+121% +$1.49M 0.01% 766
2025
Q4 		$1.25M Sell
60,992
-4,173
-6% -$84.5K 0.01% 963
2025
Q3 		$1.37M Sell
65,165
-1,977
-3% -$41.7K 0.01% 918
2025
Q2 		$1.4M Sell
67,142
-3,316
-5% -$63.9K 0.01% 843
2025
Q1 		$1.32M Sell
70,458
-3,400
-5% -$68.8K 0.01% 803
2024
Q4 		$1.53M Sell
73,858
-994
-1% -$20.7K 0.01% 721
2024
Q3 		$1.51M Buy
74,852
+157
+0.2% +$3.03K 0.01% 718
2024
Q2 		$1.45M Sell
74,695
-538
-0.7% -$9.92K 0.02% 683
2024
Q1 		$1.37M Sell
75,233
-1,134
-1% -$19.9K 0.02% 698
2023
Q4 		$1.27M Sell
76,367
-7,142
-9% -$112K 0.02% 654
2023
Q3 		$1.32M Sell
83,509
-5,239
-6% -$86.1K 0.02% 579
2023
Q2 		$1.46M Sell
88,748
-14,513
-14% -$227K 0.02% 565
2023
Q1 		$1.57M Sell
103,261
-13,050
-11% -$203K 0.03% 538
2022
Q4 		$1.74M Buy
116,311
+2,091
+2% +$33.1K 0.03% 494
2022
Q3 		$1.61M Buy
114,220
+9,240
+9% +$145K 0.03% 492
2022
Q2 		$1.55M Buy
104,980
+1,817
+2% +$29.4K 0.03% 510
2022
Q1 		$1.9M Buy
103,163
+13,974
+16% +$264K 0.03% 491
2021
Q4 		$1.8M Buy
89,189
+15,793
+22% +$308K 0.03% 518
2021
Q3 		$1.31M Buy
73,396
+6,734
+10% +$127K 0.02% 575
2021
Q2 		$1.24M Sell
66,662
-69,102
-51% -$1.24M 0.02% 593
2021
Q1 		$2.28M Buy
135,764
+88,290
+186% +$1.46M 0.04% 401
2020
Q4 		$768K Buy
47,474
+10,074
+27% +$154K 0.02% 645
2020
Q3 		$548K Buy
37,400
+14,993
+67% +$226K 0.01% 638
2020
Q2 		$317K Buy
22,407
+16,968
+312% +$229K 0.01% 742
2020
Q1 		$65K Sell
5,439
-250
-4% -$3.66K ﹤0.01% 1176
2019
Q4 		$90K Hold
5,689
– – ﹤0.01% 1163
2019
Q3 		$86K Buy
5,689
+2,100
+59% +$31.7K ﹤0.01% 1148
2019
Q2 		$53K Buy
+3,589
New +$52.7K ﹤0.01% 1315
2018
Q4 		– Sell
-3,842
Closed -$62K – 1153
2018
Q3 		$62K Hold
3,842
– – ﹤0.01% 1112
2018
Q2 		$59K Hold
3,842
– – ﹤0.01% 1034
2018
Q1 		$53K Hold
3,842
– – ﹤0.01% 984
2017
Q4 		$55K Buy
+3,842
New +$54.9K ﹤0.01% 797

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $44.6B AUM 28.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Steward Partners Investment Advisory's EOI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 121% in Q1 2026, buying an estimated $1.49M and bringing the position to 134,791 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #766.

Steward Partners Investment Advisory first reported a position in EOI in Q4 2017 and has held it in 32 quarters since. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

  • Steward Partners Investment Advisory held 134,791 shares of Eaton Vance Enhanced Equity Income Fund worth $2.53M as of Q1 2026.
  • Steward Partners Investment Advisory bought 73,799 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $1.49M.
  • Eaton Vance Enhanced Equity Income Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #766 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2017 and has held it in 32 quarters since.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.