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

Concurrent Investment 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
2025 Q4	–	Sell	-190,501	Closed	-$4.56M	–	1805
2025 Q3	$4.56M	Sell	190,501 -11,331	-6%	-$273K	0.08%	264
2025 Q2	$4.89M	Sell	201,832 -3,511	-2%	-$77.4K	0.09%	226
2025 Q1	$4.33M	Buy	205,343 +12,463	+6%	+$291K	0.11%	208
2024 Q4	$4.62M	Buy	192,880 +122,376	+174%	+$2.81M	0.12%	167
2024 Q3	$1.53M	Buy	70,504 +57,991	+463%	+$1.24M	0.05%	376
2024 Q2	$273K	Buy	+12,513	New	+$257K	0.01%	771

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concurrent Investment Advisors's EOS Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2025, closing a stake of 190,501 shares — an estimated $4.56M sold.

Concurrent Investment Advisors first reported a position in EOS in Q2 2024 and held it in 6 quarters. The position peaked at $4.89M in Q2 2025. 137 funds tracked by Wall St. Rank hold EOS as of Q4 2025.

Concurrent Investment Advisors reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 190,501 Eaton Vance Enhance Equity Income Fund II shares in Q4 2025, an estimated $4.56M.
Concurrent Investment Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2024 and held it in 6 quarters.
Concurrent Investment Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $4.89M in Q2 2025.
137 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.