Capital Analysts LLC’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Capital Analysts LLC’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	–	Sell	-994	Closed	-$21K	–	1395
2025 Q1	$21K	Sell	994 -106	-10%	-$2.47K	﹤0.01%	982
2024 Q4	$26K	Buy	+1,100	New	+$25.3K	﹤0.01%	876
2023 Q4	–	Sell	-180	Closed	-$3K	–	1125
2023 Q3	$3K	Buy	180 +4	+2%	+$72	﹤0.01%	1016
2023 Q2	$3K	Buy	+176	New	+$2.93K	﹤0.01%	919
2022 Q4	–	Sell	-405	Closed	-$6K	–	1090
2022 Q3	$6K	Buy	+405	New	+$7.18K	﹤0.01%	863

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

Capital Analysts LLC's EOS Position: Q2 2025 in Review

Capital Analysts LLC sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2025, closing a stake of 994 shares — an estimated $21K sold.

Capital Analysts LLC first reported a position in EOS in Q3 2022 and held it in 5 quarters. The position peaked at $26K in Q4 2024. 129 funds tracked by Wall St. Rank hold EOS as of Q2 2025.

Capital Analysts LLC reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2025 after selling out during the quarter.
Capital Analysts LLC sold 994 Eaton Vance Enhance Equity Income Fund II shares in Q2 2025, an estimated $21K.
Capital Analysts LLC first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2022 and held it in 5 quarters.
Capital Analysts LLC's Eaton Vance Enhance Equity Income Fund II position peaked at $26K in Q4 2024.
129 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.