VSM Wealth Advisory’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

VSM Wealth 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 Q2	$18K	Hold	916	–	–	﹤0.01%	311
2026 Q1	$17.2K	Buy	+916	New	+$18.5K	0.01%	309
2025 Q4	–	Sell	-672	Closed	-$14.1K	–	459
2025 Q3	$14.1K	Buy	672 +47	+8%	+$991	﹤0.01%	311
2025 Q2	$13.1K	Buy	625 +82	+15%	+$1.58K	﹤0.01%	352
2025 Q1	$10.2K	Buy	543 +13	+2%	+$263	﹤0.01%	347
2024 Q4	$11K	Buy	+530	New	+$11K	﹤0.01%	332

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

VSM Wealth Advisory's EOI Position: Q2 2026 in Review

VSM Wealth Advisory held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q2 2026 at 916 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

VSM Wealth Advisory first reported a position in EOI in Q4 2024 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

VSM Wealth Advisory held 916 shares of Eaton Vance Enhanced Equity Income Fund worth $18K as of Q2 2026.
VSM Wealth Advisory 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 VSM Wealth Advisory's portfolio in Q2 2026, its #311 holding.
VSM Wealth Advisory first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2024 and has held it in 6 quarters since.
91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.