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 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 $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

VSM Wealth Advisory's EOI Position: Q1 2026 in Review

VSM Wealth Advisory opened a new position in Eaton Vance Enhanced Equity Income Fund (EOI) in Q1 2026: 916 shares worth $17.2K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: VSM Wealth Advisory previously reported a position in EOI as recently as Q3 2025.

VSM Wealth Advisory first reported a position in EOI in Q4 2024 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

VSM Wealth Advisory held 916 shares of Eaton Vance Enhanced Equity Income Fund worth $17.2K as of Q1 2026.
Eaton Vance Enhanced Equity Income Fund was a new VSM Wealth Advisory position in Q1 2026.
Eaton Vance Enhanced Equity Income Fund made up 0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #309 holding.
VSM Wealth Advisory first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2024 and has held it in 5 quarters since.
83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.