SWP
EOI

Strategic Wealth Partners’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Strategic Wealth Partners’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 		$9.24K Hold
470
– – ﹤0.01% 938
2026
Q1 		$8.83K Hold
470
– – ﹤0.01% 917
2025
Q4 		$9.66K Hold
470
– – ﹤0.01% 901
2025
Q3 		$9.87K Buy
+470
New +$9.91K ﹤0.01% 900

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

Strategic Wealth Partners's EOI Position: Q2 2026 in Review

Strategic Wealth Partners held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q2 2026 at 470 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Strategic Wealth Partners first reported a position in EOI in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.87K in Q3 2025. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

  • Strategic Wealth Partners held 470 shares of Eaton Vance Enhanced Equity Income Fund worth $9.24K as of Q2 2026.
  • Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #938 holding.
  • Strategic Wealth Partners first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Eaton Vance Enhanced Equity Income Fund position peaked at $9.87K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.