AWM
EOS

Apollon Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Apollon Wealth Management’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
Q1 		– Sell
-9,070
Closed -$212K – 1423
2025
Q4 		$212K Hold
9,070
– – ﹤0.01% 1205
2025
Q3 		$217K Hold
9,070
– – ﹤0.01% 1193
2025
Q2 		$220K Buy
+9,070
New +$200K ﹤0.01% 1140
2025
Q1 		– Sell
-9,970
Closed -$239K – 1229
2024
Q4 		$239K Buy
+9,970
New +$229K 0.01% 1032

Other funds holding EOS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Apollon Wealth Management's EOS Position: Q1 2026 in Review

Apollon Wealth Management sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q1 2026, closing a stake of 9,070 shares — an estimated $212K sold.

Apollon Wealth Management first reported a position in EOS in Q4 2024 and held it in 4 quarters. The position peaked at $239K in Q4 2024. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • Apollon Wealth Management reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Apollon Wealth Management sold 9,070 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $212K.
  • Apollon Wealth Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2024 and held it in 4 quarters.
  • Apollon Wealth Management's Eaton Vance Enhance Equity Income Fund II position peaked at $239K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.