SWP
EOI

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

Stratos 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
Q1 		$228K Buy
12,118
+1,971
+19% +$39.8K ﹤0.01% 1468
2025
Q4 		$209K Buy
10,147
+47
+0.5% +$951 ﹤0.01% 1496
2025
Q3 		$212K Buy
10,100
+369
+4% +$7.78K ﹤0.01% 1438
2025
Q2 		$204K Sell
9,731
-2,113
-18% -$40.7K ﹤0.01% 1331
2025
Q1 		$222K Hold
11,844
– – ﹤0.01% 1236
2024
Q4 		$246K Sell
11,844
-421
-3% -$8.75K ﹤0.01% 1252
2024
Q3 		$248K Buy
12,265
+9
+0.1% +$174 ﹤0.01% 1237
2024
Q2 		$238K Sell
12,256
-1,547
-11% -$28.5K ﹤0.01% 1192
2024
Q1 		$252K Sell
13,803
-3,210
-19% -$56.3K ﹤0.01% 1174
2023
Q4 		$282K Sell
17,013
-4,276
-20% -$66.9K 0.01% 1111
2023
Q3 		$337K Buy
21,289
+4,294
+25% +$70.5K 0.01% 964
2023
Q2 		$280K Sell
16,995
-877
-5% -$13.7K 0.01% 989
2023
Q1 		$272K Sell
17,872
-192
-1% -$2.99K 0.01% 909
2022
Q4 		$270K Sell
18,064
-180
-1% -$2.85K 0.01% 931
2022
Q3 		$257K Sell
18,244
-1,409
-7% -$22.2K 0.01% 923
2022
Q2 		$290K Hold
19,653
– – 0.01% 938
2022
Q1 		$362K Hold
19,653
– – 0.01% 922
2021
Q4 		$396K Sell
19,653
-16,279
-45% -$318K 0.01% 904
2021
Q3 		$643K Buy
35,932
+370
+1% +$6.98K 0.02% 663
2021
Q2 		$660K Sell
35,562
-34
-0.1% -$609 0.02% 684
2021
Q1 		$599K Buy
35,596
+1,245
+4% +$20.6K 0.02% 658
2020
Q4 		$555K Hold
34,351
– – 0.02% 640
2020
Q3 		$503K Buy
34,351
+170
+0.5% +$2.56K 0.02% 624
2020
Q2 		$484K Buy
34,181
+750
+2% +$10.1K 0.02% 604
2020
Q1 		$405K Sell
33,431
-579
-2% -$8.47K 0.02% 592
2019
Q4 		$541K Buy
34,010
+400
+1% +$6.19K 0.02% 567
2019
Q3 		$509K Buy
33,610
+2,700
+9% +$40.8K 0.02% 556
2019
Q2 		$463K Buy
30,910
+750
+2% +$11K 0.02% 596
2019
Q1 		$433K Sell
30,160
-70
-0.2% -$976 0.02% 603
2018
Q4 		$391K Buy
30,230
+250
+0.8% +$3.48K 0.02% 582
2018
Q3 		$480K Sell
29,980
-250
-0.8% -$3.97K 0.02% 555
2018
Q2 		$463K Buy
30,230
+2,337
+8% +$35.6K 0.02% 588
2018
Q1 		$389K Hold
27,893
– – 0.02% 634
2017
Q4 		$405K Sell
27,893
-1,250
-4% -$17.9K 0.02% 579
2017
Q3 		$409K Buy
29,143
+1,477
+5% +$20.1K 0.02% 567
2017
Q2 		$378K Buy
27,666
+9,490
+52% +$128K 0.02% 549
2017
Q1 		$238K Buy
18,176
+5,745
+46% +$74K 0.01% 662
2016
Q4 		$154K Buy
+12,431
New +$153K 0.01% 670

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 $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Stratos Wealth Partners's EOI Position: Q1 2026 in Review

Stratos Wealth Partners increased its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 19% in Q1 2026, buying an estimated $39.8K and bringing the position to 12,118 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Stratos Wealth Partners first reported a position in EOI in Q4 2016 and has held it in 38 quarters since. The position peaked at $660K in Q2 2021. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

  • Stratos Wealth Partners held 12,118 shares of Eaton Vance Enhanced Equity Income Fund worth $228K as of Q1 2026.
  • Stratos Wealth Partners bought 1,971 Eaton Vance Enhanced Equity Income Fund shares in Q1 2026, an estimated $39.8K.
  • Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1468 holding.
  • Stratos Wealth Partners first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2016 and has held it in 38 quarters since.
  • Stratos Wealth Partners's Eaton Vance Enhanced Equity Income Fund position peaked at $660K in Q2 2021.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.