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 Q3	–	Sell	-2,751	Closed	-$60K	–	626
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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TWML

Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Cornerstone Planning Group's EOS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2026, closing a stake of 2,751 shares — an estimated $60K sold.

Cornerstone Planning Group first reported a position in EOS in Q2 2024 and held it in 9 quarters. The position peaked at $66.2K in Q3 2024. 31 funds tracked by Wall St. Rank hold EOS as of Q3 2026.

Cornerstone Planning Group reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 2,751 Eaton Vance Enhance Equity Income Fund II shares in Q3 2026, an estimated $60K.
Cornerstone Planning Group first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's Eaton Vance Enhance Equity Income Fund II position peaked at $66.2K in Q3 2024.
31 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.