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BOLTON SECURITIES CORPORATION’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$248K Hold
12,500
– – 0.01% 818
2026
Q2 		$246K Hold
12,500
– – 0.01% 839
2026
Q1 		$235K Buy
+12,500
New +$252K 0.01% 768
2025
Q3 		$262K Buy
+12,500
New +$264K 0.01% 672
2025
Q1 		$234K Buy
+12,500
New +$253K 0.01% 655

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EOI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q3 2026 at 12,500 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #818.

BOLTON SECURITIES CORPORATION first reported a position in EOI in Q1 2025 and has held it in 5 quarters since. The position peaked at $262K in Q3 2025. 57 funds tracked by Wall St. Rank hold EOI as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 12,500 shares of Eaton Vance Enhanced Equity Income Fund worth $248K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Eaton Vance Enhanced Equity Income Fund share count unchanged in Q3 2026.
  • Eaton Vance Enhanced Equity Income Fund made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #818 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Eaton Vance Enhanced Equity Income Fund position peaked at $262K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.