Atria Wealth Solutions’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Atria Wealth Solutions’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 Q2	$233K	Buy	9,566 +10	+0.1%	+$221	0.01%	1293
2025 Q1	$202K	Buy	9,556 +11	+0.1%	+$257	﹤0.01%	1716
2024 Q4	$229K	Buy	9,545 +10	+0.1%	+$230	﹤0.01%	1736
2024 Q3	$207K	Buy	9,535 +301	+3%	+$6.44K	﹤0.01%	1771
2024 Q2	$201K	Buy	+9,234	New	+$190K	﹤0.01%	1775
2023 Q3	–	Sell	-26,665	Closed	-$477K	–	1895
2023 Q2	$477K	Buy	26,665 +2,080	+8%	+$34.7K	0.01%	1182
2023 Q1	$403K	Sell	24,585 -2,764	-10%	-$45.8K	0.01%	1261
2022 Q4	$453K	Buy	+27,349	New	+$457K	0.01%	1135

Other funds holding EOS

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Wealth Solutions's EOS Position: Q2 2025 in Review

Atria Wealth Solutions increased its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 0.1% in Q2 2025, buying an estimated $221 and bringing the position to 9,566 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #1293.

Atria Wealth Solutions first reported a position in EOS in Q4 2022 and has held it in 8 quarters since. The position peaked at $477K in Q2 2023. 129 funds tracked by Wall St. Rank hold EOS as of Q2 2025.

Atria Wealth Solutions held 9,566 shares of Eaton Vance Enhance Equity Income Fund II worth $233K as of Q2 2025.
Atria Wealth Solutions bought 10 Eaton Vance Enhance Equity Income Fund II shares in Q2 2025, an estimated $221.
Eaton Vance Enhance Equity Income Fund II made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1293 holding.
Atria Wealth Solutions first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2022 and has held it in 8 quarters since.
Atria Wealth Solutions's Eaton Vance Enhance Equity Income Fund II position peaked at $477K in Q2 2023.
129 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.