RHODES INVESTMENT ADVISORS INC /ADV EOI — EATON VANCE ENHANCED EQUITY

Ownership history in RHODES INVESTMENT ADVISORS INC /ADV  ·  2 quarters on record

AI Ownership Summary

RHODES INVESTMENT ADVISORS INC /ADV reported EATON VANCE ENHANCED EQUITY (EOI) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows EOI at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EOI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RHODES INVESTMENT ADVISORS INC /ADV's position in EATON VANCE ENHANCED EQUITY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EOI was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RHODES INVESTMENT ADVISORS INC /ADV held EOI — position size vs. price
% of Fund (quarterly)    EOI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 18,275 +285 +1.6% 0.26% $359K 2026-07-28 $19.34
2026 Q1 INITIATED — — — 17,990 — — 0.30% $370K 2026-05-14 $19.39

FAQ About RHODES INVESTMENT ADVISORS INC /ADV and EOI

These are the practical questions this page is built to answer before you even open the full history table.

How long has RHODES INVESTMENT ADVISORS INC /ADV reported owning EOI?

RHODES INVESTMENT ADVISORS INC /ADV reported EOI across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported EOI position in RHODES INVESTMENT ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for EOI was 0.30% in 2026 Q1.

What is the latest reported EOI position on this page?

The most recent filing on this page is 2026 Q2, when RHODES INVESTMENT ADVISORS INC /ADV reported 18,275 shares, equal to 0.26% of portfolio, with an estimated market value of $359K.

What does the chart on this EOI ownership page compare?

The chart compares RHODES INVESTMENT ADVISORS INC /ADV's quarterly EOI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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