AWG
EOS

Altus Wealth Group’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Altus Wealth Group’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 		$235K Hold
10,667
– – 0.08% 134
2026
Q1 		$218K Sell
10,667
-436
-4% -$9.56K 0.09% 130
2025
Q4 		$260K Sell
11,103
-1,719
-13% -$39.8K 0.1% 116
2025
Q3 		$307K Buy
12,822
+615
+5% +$14.8K 0.13% 107
2025
Q2 		$296K Hold
12,207
– – 0.13% 102
2025
Q1 		$258K Hold
12,207
– – 0.12% 112
2024
Q4 		$292K Hold
12,207
– – 0.13% 115
2024
Q3 		$265K Sell
12,207
-1,115
-8% -$23.8K 0.11% 121
2024
Q2 		$290K Hold
13,322
– – 0.15% 108
2024
Q1 		$269K Sell
13,322
-25,866
-66% -$508K 0.13% 117
2023
Q4 		$734K Buy
39,188
+23
+0.1% +$407 0.41% 61
2023
Q3 		$673K Buy
39,165
+500
+1% +$8.95K 0.43% 60
2023
Q2 		$692K Sell
38,665
-4,973
-11% -$82.9K 0.42% 58
2023
Q1 		$716K Buy
43,638
+24
+0.1% +$398 0.48% 52
2022
Q4 		$722K Buy
43,614
+12,081
+38% +$202K 0.55% 48
2022
Q3 		$732K Hold
31,533
– – 0.73% 38
2022
Q2 		$732K Buy
31,533
+1,077
+4% +$19.5K 0.73% 38
2022
Q1 		$640K Sell
30,456
-2,363
-7% -$50.5K 0.52% 47
2021
Q4 		$807K Buy
32,819
+1,286
+4% +$30.9K 0.67% 35
2021
Q3 		$732K Buy
31,533
+10,765
+52% +$258K 0.73% 38
2021
Q2 		$483K Buy
20,768
+15
+0.1% +$337 0.47% 54
2021
Q1 		$467K Buy
20,753
+7,037
+51% +$153K 0.46% 54
2020
Q4 		$298K Buy
+13,716
New +$273K 0.28% 69

Other funds holding EOS

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Altus Wealth Group's EOS Position: Q2 2026 in Review

Altus Wealth Group held its Eaton Vance Enhance Equity Income Fund II (EOS) position steady in Q2 2026 at 10,667 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #134.

Altus Wealth Group first reported a position in EOS in Q4 2020 and has held it in 23 quarters since. The position peaked at $807K in Q4 2021. 22 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

  • Altus Wealth Group held 10,667 shares of Eaton Vance Enhance Equity Income Fund II worth $235K as of Q2 2026.
  • Altus Wealth Group left its Eaton Vance Enhance Equity Income Fund II share count unchanged in Q2 2026.
  • Eaton Vance Enhance Equity Income Fund II made up 0.08% of Altus Wealth Group's portfolio in Q2 2026, its #134 holding.
  • Altus Wealth Group first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's Eaton Vance Enhance Equity Income Fund II position peaked at $807K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.