B. Riley Wealth Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

B. Riley Wealth Advisors’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 Q3	$240K	Sell	11,249 -418	-4%	-$9.03K	0.01%	849
2026 Q2	$254K	Buy	11,667 +973	+9%	+$21.5K	0.01%	683
2026 Q1	$208K	Buy	+10,694	New	+$234K	0.01%	712
2025 Q4	–	Sell	-8,358	Closed	-$200K	–	1070
2025 Q3	$200K	Sell	8,358 -734	-8%	-$17.7K	0.01%	899
2025 Q2	$220K	Sell	9,092 -449	-5%	-$9.9K	0.01%	848
2025 Q1	$201K	Buy	+9,541	New	+$223K	0.01%	1149
2019 Q3	–	Sell	-18,900	Closed	-$322K	–	822
2019 Q2	$322K	Sell	18,900 -8,900	-32%	-$149K	0.04%	533
2019 Q1	$458K	Buy	+27,800	New	+$458K	0.06%	366
2015 Q1	–	Sell	-504	Closed	-$7K	–	974
2014 Q4	$7K	Buy	+504	New	+$6.92K	﹤0.01%	3012
2014 Q3	–	Sell	-854	Closed	-$11.5K	–	1001
2014 Q2	$11.5K	Buy	+854	New	+$11.3K	﹤0.01%	1728

Other funds holding EOS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

B. Riley Wealth Advisors's EOS Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 3.6% in Q3 2026, selling an estimated $9.03K and leaving 11,249 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #849.

B. Riley Wealth Advisors first reported a position in EOS in Q2 2014 and has held it in 10 quarters since. The position peaked at $458K in Q1 2019. 52 funds tracked by Wall St. Rank hold EOS as of Q3 2026.

B. Riley Wealth Advisors held 11,249 shares of Eaton Vance Enhance Equity Income Fund II worth $240K as of Q3 2026.
B. Riley Wealth Advisors sold 418 Eaton Vance Enhance Equity Income Fund II shares in Q3 2026, an estimated $9.03K.
Eaton Vance Enhance Equity Income Fund II made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #849 holding.
B. Riley Wealth Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2014 and has held it in 10 quarters since.
B. Riley Wealth Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $458K in Q1 2019.
52 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.