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 Q2	$3.26M	Sell	147,810 -9,500	-6%	-$210K	2.14%	10
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chung Wu Investment Group's EOS Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 6% in Q2 2026, selling an estimated $210K and leaving 147,810 shares worth $3.26M. The position accounts for 2.14% of the portfolio, ranked #10.

Chung Wu Investment Group first reported a position in EOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4M in Q2 2025. 138 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

Chung Wu Investment Group held 147,810 shares of Eaton Vance Enhance Equity Income Fund II worth $3.26M as of Q2 2026.
Chung Wu Investment Group sold 9,500 Eaton Vance Enhance Equity Income Fund II shares in Q2 2026, an estimated $210K.
Eaton Vance Enhance Equity Income Fund II made up 2.14% of Chung Wu Investment Group's portfolio in Q2 2026, its #10 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 7 quarters since.
Chung Wu Investment Group's Eaton Vance Enhance Equity Income Fund II position peaked at $4M in Q2 2025.
138 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.