CA
EOS

Clearstead Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Clearstead 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
Q2 		$13.6K Buy
+618
New +$13.7K ﹤0.01% 1898
2022
Q1 		– Sell
-600
Closed -$15K – 1399
2021
Q4 		$15K Buy
+600
New +$14.4K ﹤0.01% 873

Other funds holding EOS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clearstead Advisors's EOS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2026: 618 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1898 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EOS as recently as Q4 2021.

Clearstead Advisors first reported a position in EOS in Q4 2021 and has held it in 2 quarters since. The position peaked at $15K in Q4 2021. 138 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

  • Clearstead Advisors held 618 shares of Eaton Vance Enhance Equity Income Fund II worth $13.6K as of Q2 2026.
  • Eaton Vance Enhance Equity Income Fund II was a new Clearstead Advisors position in Q2 2026.
  • Eaton Vance Enhance Equity Income Fund II made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1898 holding.
  • Clearstead Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2021 and has held it in 2 quarters since.
  • Clearstead Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $15K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.