GUERRA PAN ADVISORS, LLC

Position in EOI — Eaton Vance Enhanced Equity Income Fund

CIK 1910386 MONTCLAIR, NJ

Position in EOI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$743,030

-$70,426 QoQ

Shares Held

39,565

0.0% QoQ

Ownership

0.096%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#33

of 84 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

GUERRA PAN ADVISORS, LLC holds $1,290,454 across 3 Asset Management names. EOI ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EOI	Eaton Vance Enhanced Equity Income Fund This page	39,565	$743,030
2	BN	BROOKFIELD Corp /ON/	8,370	$338,733
3	BLK	BlackRock, Inc.	217	$208,691

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$743,030	39,565	0.0%	Shares	Sole	2026-05-12
2025-12-31	$813,456	39,565	0.0%	Shares	Sole	2026-01-13
2025-09-30	$830,865	39,565	0.0%	Shares	Sole	2025-11-12
2025-06-30	$827,699	39,565	0.0%	Shares	Sole	2025-08-12
2025-03-31	$742,239	39,565	+9.3%	Shares	Sole	2025-04-28
2024-12-31	$751,998	36,206	+3.6%	Shares	Sole	2025-01-21
2024-09-30	$707,261	34,961	+10.3%	Shares	Sole	2024-11-04
2024-06-30	$615,581	31,682	+8.8%	Shares	Sole	2024-08-13
2024-03-31	$531,021	29,129	-5.4%	Shares	Sole	2024-05-13
2023-12-31	$510,680	30,801	+32.5%	Shares	Sole	2024-01-30
2023-09-30	$368,338	23,239	0.0%	Shares	Sole	2023-11-09
2023-06-30	$383,211	23,239	0.0%	Shares	Sole	2023-08-08
2023-03-31	$353,697	23,239	0.0%	Shares	Sole	2023-04-21
2022-12-31	$346,958	23,239	0.0%	Shares	Sole	2023-02-14
2022-09-30	$327,669	23,239	0.0%	Shares	Sole	2022-11-14
2022-06-30	$343,007	23,239	0.0%	Shares	Sole	2022-08-11
2022-03-31	$427,829	23,239	0.0%	Shares	Sole	2022-05-11
2021-12-31	$468,498	23,239	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.