Action Point Financial Planning’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Action Point Financial Planning’s Portfolio EOS Stock Details EOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.47K	Buy	+112	New	+$2.48K	﹤0.01%	2155

Other funds holding EOS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Action Point Financial Planning's EOS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2026: 112 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #2155 among its holdings.

138 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

Action Point Financial Planning held 112 shares of Eaton Vance Enhance Equity Income Fund II worth $2.47K as of Q2 2026.
Eaton Vance Enhance Equity Income Fund II was a new Action Point Financial Planning position in Q2 2026.
Eaton Vance Enhance Equity Income Fund II made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2155 holding.
138 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.