Sunbelt Securities’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Sunbelt Securities’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	$83.2K	Hold	4,430	–	–	0.01%	898
2025 Q4	$91.1K	Hold	4,430	–	–	0.01%	853
2025 Q3	$93K	Sell	4,430 -4,164	-48%	-$87.8K	0.01%	848
2025 Q2	$178K	Hold	8,594	–	–	0.02%	617
2025 Q1	$161K	Hold	8,594	–	–	0.01%	620
2024 Q4	$181K	Hold	8,594	–	–	0.02%	612
2024 Q3	$174K	Buy	8,594 +656	+8%	+$12.7K	0.02%	629
2024 Q2	$154K	Buy	7,938 +5,600	+240%	+$103K	0.02%	631
2024 Q1	$42.6K	Buy	2,338 +570	+32%	+$10K	﹤0.01%	910
2023 Q4	$29.3K	Hold	1,768	–	–	﹤0.01%	926
2023 Q3	$28K	Hold	1,768	–	–	﹤0.01%	931
2023 Q2	$29.2K	Hold	1,768	–	–	﹤0.01%	924
2023 Q1	$26.8K	Buy	+1,768	New	+$27.6K	﹤0.01%	883

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Sunbelt Securities's EOI Position: Q1 2026 in Review

Sunbelt Securities held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q1 2026 at 4,430 shares worth $83.2K. The position accounts for 0.01% of the portfolio, ranked #898.

Sunbelt Securities first reported a position in EOI in Q1 2023 and has held it in 13 quarters since. The position peaked at $181K in Q4 2024. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

Sunbelt Securities held 4,430 shares of Eaton Vance Enhanced Equity Income Fund worth $83.2K as of Q1 2026.
Sunbelt Securities left its Eaton Vance Enhanced Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Enhanced Equity Income Fund made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #898 holding.
Sunbelt Securities first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Eaton Vance Enhanced Equity Income Fund position peaked at $181K in Q4 2024.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.