AFG
EOS

Atomi Financial Group’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Atomi Financial 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
-28,852
Closed -$690K – 1230
2025
Q3 		$690K Buy
28,852
+1,266
+5% +$30.5K 0.02% 510
2025
Q2 		$668K Sell
27,586
-555
-2% -$12.2K 0.03% 474
2025
Q1 		$594K Buy
28,141
+3,013
+12% +$70.3K 0.03% 459
2024
Q4 		$602K Buy
25,128
+796
+3% +$18.3K 0.03% 409
2024
Q3 		$528K Buy
24,332
+1,399
+6% +$29.9K 0.03% 431
2024
Q2 		$499K Buy
22,933
+1,299
+6% +$26.7K 0.04% 397
2024
Q1 		$436K Buy
21,634
+1,833
+9% +$36K 0.04% 390
2023
Q4 		$371K Buy
+19,801
New +$350K 0.05% 347

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atomi Financial Group's EOS Position: Q4 2025 in Review

Atomi Financial Group sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2025, closing a stake of 28,852 shares — an estimated $690K sold.

Atomi Financial Group first reported a position in EOS in Q4 2023 and held it in 8 quarters. The position peaked at $690K in Q3 2025. 137 funds tracked by Wall St. Rank hold EOS as of Q4 2025.

  • Atomi Financial Group reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2025 after selling out during the quarter.
  • Atomi Financial Group sold 28,852 Eaton Vance Enhance Equity Income Fund II shares in Q4 2025, an estimated $690K.
  • Atomi Financial Group first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2023 and held it in 8 quarters.
  • Atomi Financial Group's Eaton Vance Enhance Equity Income Fund II position peaked at $690K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.