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

ARS Wealth Advisors 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
2025 Q4	–	Sell	-10,750	Closed	-$257K	–	194
2025 Q3	$257K	Hold	10,750	–	–	0.03%	162
2025 Q2	$260K	Buy	10,750 +150	+1%	+$3.31K	0.03%	149
2025 Q1	$224K	Sell	10,600 -2,900	-21%	-$67.7K	0.03%	148
2024 Q4	$323K	Hold	13,500	–	–	0.04%	116
2024 Q3	$293K	Hold	13,500	–	–	0.04%	138
2024 Q2	$294K	Hold	13,500	–	–	0.04%	129
2024 Q1	$272K	Buy	+13,500	New	+$265K	0.04%	136

Other funds holding EOS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ARS Wealth Advisors Group's EOS Position: Q4 2025 in Review

ARS Wealth Advisors Group sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2025, closing a stake of 10,750 shares — an estimated $257K sold.

ARS Wealth Advisors Group first reported a position in EOS in Q1 2024 and held it in 7 quarters. The position peaked at $323K in Q4 2024. 137 funds tracked by Wall St. Rank hold EOS as of Q4 2025.

ARS Wealth Advisors Group reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2025 after selling out during the quarter.
ARS Wealth Advisors Group sold 10,750 Eaton Vance Enhance Equity Income Fund II shares in Q4 2025, an estimated $257K.
ARS Wealth Advisors Group first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2024 and held it in 7 quarters.
ARS Wealth Advisors Group's Eaton Vance Enhance Equity Income Fund II position peaked at $323K in Q4 2024.
137 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2025.

Based on ARS Wealth Advisors Group's 13F filing for Q4 2025, filed 12 Jan 2026.