Carson Wealth (CWM LLC)
EOS

Carson Wealth (CWM LLC)’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$42.2K Sell
2,063
-17,190
-89% -$377K ﹤0.01% 3935
2025
Q4 		$451K Buy
19,253
+1,821
+10% +$42.2K ﹤0.01% 1989
2025
Q3 		$417K Buy
17,432
+32
+0.2% +$770 ﹤0.01% 1902
2025
Q2 		$421K Hold
17,400
– – ﹤0.01% 1667
2025
Q1 		$367K Buy
+17,400
New +$406K ﹤0.01% 1578
2023
Q2 		– Sell
-18,750
Closed -$308K – 4238
2023
Q1 		$308K Sell
18,750
-2,365
-11% -$39.2K ﹤0.01% 1048
2022
Q4 		$349K Sell
21,115
-2,680
-11% -$44.7K ﹤0.01% 903
2022
Q3 		$364K Sell
23,795
-440
-2% -$7.8K ﹤0.01% 846
2022
Q2 		$392K Sell
24,235
-940
-4% -$17K ﹤0.01% 806
2022
Q1 		$529K Sell
25,175
-67,961
-73% -$1.45M ﹤0.01% 717
2021
Q4 		$2.29M Buy
+93,136
New +$2.24M 0.02% 406
2019
Q1 		– Sell
-14,490
Closed -$213K – 3015
2018
Q4 		$213K Buy
+14,490
New +$227K 0.01% 585
2017
Q1 		– Sell
-300
Closed -$4K – 1210
2016
Q4 		$4K Buy
+300
New +$3.97K ﹤0.01% 876

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EOS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 89% in Q1 2026, selling an estimated $377K and leaving 2,063 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3935.

Carson Wealth (CWM LLC) first reported a position in EOS in Q4 2016 and has held it in 13 quarters since. The position peaked at $2.29M in Q4 2021. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,063 shares of Eaton Vance Enhance Equity Income Fund II worth $42.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 17,190 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $377K.
  • Eaton Vance Enhance Equity Income Fund II made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3935 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2016 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Eaton Vance Enhance Equity Income Fund II position peaked at $2.29M in Q4 2021.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.