Chung Wu Investment Group’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Chung Wu Investment 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
2026 Q1	$3.22M	Sell	157,310 -1,300	-0.8%	-$28.5K	2.77%	9
2025 Q4	$3.71M	Sell	158,610 -2,080	-1%	-$48.2K	3.04%	8
2025 Q3	$3.85M	Sell	160,690 -4,540	-3%	-$109K	3.2%	8
2025 Q2	$4M	Sell	165,230 -1,600	-1%	-$35.3K	4.17%	5
2025 Q1	$3.52M	Hold	166,830	–	–	4.21%	6
2024 Q4	$4M	Buy	+166,830	New	+$3.84M	4.02%	6

Other funds holding EOS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Chung Wu Investment Group's EOS Position: Q1 2026 in Review

Chung Wu Investment Group reduced its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 0.82% in Q1 2026, selling an estimated $28.5K and leaving 157,310 shares worth $3.22M. The position accounts for 2.77% of the portfolio, ranked #9.

Chung Wu Investment Group first reported a position in EOS in Q4 2024 and has held it in 6 quarters since. The position peaked at $4M in Q2 2025. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

Chung Wu Investment Group held 157,310 shares of Eaton Vance Enhance Equity Income Fund II worth $3.22M as of Q1 2026.
Chung Wu Investment Group sold 1,300 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $28.5K.
Eaton Vance Enhance Equity Income Fund II made up 2.77% of Chung Wu Investment Group's portfolio in Q1 2026, its #9 holding.
Chung Wu Investment Group first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2024 and has held it in 6 quarters since.
Chung Wu Investment Group's Eaton Vance Enhance Equity Income Fund II position peaked at $4M in Q2 2025.
124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.