CPG
EOS

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Planning Group's EOS Position: Q1 2026 in Review

Cornerstone Planning Group increased its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 2.9% in Q1 2026, buying an estimated $1.67K and bringing the position to 2,715 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #356.

Cornerstone Planning Group first reported a position in EOS in Q2 2024 and has held it in 8 quarters since. The position peaked at $66.2K in Q3 2024. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • Cornerstone Planning Group held 2,715 shares of Eaton Vance Enhance Equity Income Fund II worth $61K as of Q1 2026.
  • Cornerstone Planning Group bought 76 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $1.67K.
  • Eaton Vance Enhance Equity Income Fund II made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #356 holding.
  • Cornerstone Planning Group first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2024 and has held it in 8 quarters since.
  • Cornerstone Planning Group's Eaton Vance Enhance Equity Income Fund II position peaked at $66.2K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.