Stratos Wealth Advisors, LLC
Position in EOI — Eaton Vance Enhanced Equity Income Fund
CIK 1707202
BEACHWOOD, OH
Position in EOI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$236,552
-$19,255 QoQ
Shares Held
12,596
+1.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#45
of 84 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EOI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Stratos Wealth Advisors, LLC holds $36,846,632 across 28 Asset Management names. EOI ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
116,071 | $13,347,004 | |
| 2 | DBL |
DoubleLine Opportunistic Credit Fund
|
288,641 | $4,214,158 | |
| 3 | BLK |
BlackRock, Inc.
|
3,220 | $3,096,706 | |
| 4 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
211,914 | $3,055,799 | |
| 5 | DSL |
DoubleLine Income Solutions Fund
|
240,389 | $2,603,412 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
242,656 | $2,499,356 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
67,236 | $1,116,789 | |
| 8 | VKQ |
Invesco Municipal Trust
|
88,727 | $844,681 |
All Filings in EOI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,552 | 12,596 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $255,807 | 12,442 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $258,195 | 12,295 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $254,303 | 12,156 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $225,307 | 12,010 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $246,519 | 11,869 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $237,439 | 11,737 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $225,329 | 11,597 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $208,806 | 11,454 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $187,917 | 11,334 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $177,520 | 11,200 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||