Cornerstone Planning Group’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Cornerstone Planning 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	$60K	Buy	2,751 +36	+1%	+$796	0.01%	359
2026 Q1	$61K	Buy	2,715 +76	+3%	+$1.67K	0.01%	356
2025 Q4	$59.5K	Buy	2,639 +51	+2%	+$1.18K	0.01%	307
2025 Q3	$61.3K	Buy	2,588 +32	+1%	+$770	0.01%	290
2025 Q2	$60.9K	Buy	2,556 +67	+3%	+$1.48K	0.01%	211
2025 Q1	$50.4K	Sell	2,489 -35	-1%	-$817	0.01%	240
2024 Q4	$60.8K	Sell	2,524 -455	-15%	-$10.5K	0.01%	163
2024 Q3	$66.2K	Buy	2,979 +21	+0.7%	+$449	0.02%	155
2024 Q2	$58.1K	Buy	+2,958	New	+$60.8K	0.02%	180

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

Cornerstone Planning Group's EOS Position: Q2 2026 in Review

Cornerstone Planning Group increased its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 1.3% in Q2 2026, buying an estimated $796 and bringing the position to 2,751 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #359.

Cornerstone Planning Group first reported a position in EOS in Q2 2024 and has held it in 9 quarters since. The position peaked at $66.2K in Q3 2024. 138 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

Cornerstone Planning Group held 2,751 shares of Eaton Vance Enhance Equity Income Fund II worth $60K as of Q2 2026.
Cornerstone Planning Group bought 36 Eaton Vance Enhance Equity Income Fund II shares in Q2 2026, an estimated $796.
Eaton Vance Enhance Equity Income Fund II made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #359 holding.
Cornerstone Planning Group first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Eaton Vance Enhance Equity Income Fund II position peaked at $66.2K in Q3 2024.
138 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.