Creative Planning
EOS

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

Creative Planning’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 		$414K Sell
20,226
-1,988
-9% -$43.6K ﹤0.01% 3171
2025
Q4 		$520K Sell
22,214
-716
-3% -$16.6K ﹤0.01% 2808
2025
Q3 		$549K Buy
22,930
+4,085
+22% +$98.3K ﹤0.01% 2634
2025
Q2 		$456K Buy
18,845
+539
+3% +$11.9K ﹤0.01% 2543
2025
Q1 		$386K Sell
18,306
-100
-0.5% -$2.33K ﹤0.01% 2534
2024
Q4 		$441K Sell
18,406
-20
-0.1% -$460 ﹤0.01% 2343
2024
Q3 		$400K Buy
18,426
+300
+2% +$6.42K ﹤0.01% 2292
2024
Q2 		$395K Hold
18,126
– – ﹤0.01% 2139
2024
Q1 		$366K Buy
18,126
+750
+4% +$14.7K ﹤0.01% 2094
2023
Q4 		$325K Sell
17,376
-2,888
-14% -$51.1K ﹤0.01% 2033
2023
Q3 		$348K Buy
20,264
+5,300
+35% +$94.8K ﹤0.01% 1807
2023
Q2 		$268K Hold
14,964
– – ﹤0.01% 1995
2023
Q1 		$245K Buy
14,964
+1,200
+9% +$19.9K ﹤0.01% 1969
2022
Q4 		$228K Sell
13,764
-1,162
-8% -$19.4K ﹤0.01% 1928
2022
Q3 		$228K Buy
+14,926
New +$265K ﹤0.01% 1825
2022
Q2 		– Sell
-16,369
Closed -$344K – 2363
2022
Q1 		$344K Buy
16,369
+1,845
+13% +$39.4K ﹤0.01% 1538
2021
Q4 		$357K Sell
14,524
-2,688
-16% -$64.7K ﹤0.01% 1505
2021
Q3 		$400K Buy
17,212
+2,781
+19% +$66.6K ﹤0.01% 1422
2021
Q2 		$336K Sell
14,431
-1,521
-10% -$34.1K ﹤0.01% 1503
2021
Q1 		$345K Buy
15,952
+350
+2% +$7.59K ﹤0.01% 1701
2020
Q4 		$338K Buy
15,602
+1,408
+10% +$28K ﹤0.01% 1544
2020
Q3 		$262K Buy
14,194
+1,404
+11% +$26K ﹤0.01% 1508
2020
Q2 		$225K Buy
12,790
+6
+0% +$98 ﹤0.01% 1465
2020
Q1 		$177K Sell
12,784
-766
-6% -$12.8K ﹤0.01% 1416
2019
Q4 		$242K Buy
13,550
+11
+0.1% +$189 ﹤0.01% 1531
2019
Q3 		$225K Sell
13,539
-705
-5% -$12K ﹤0.01% 1529
2019
Q2 		$242K Buy
14,244
+216
+2% +$3.61K ﹤0.01% 1499
2019
Q1 		$231K Sell
14,028
-127
-0.9% -$2.09K ﹤0.01% 1491
2018
Q4 		$208K Sell
14,155
-4,399
-24% -$69K ﹤0.01% 1464
2018
Q3 		$328K Sell
18,554
-4,400
-19% -$77.2K ﹤0.01% 1345
2018
Q2 		$386K Buy
22,954
+4,428
+24% +$74.6K ﹤0.01% 1215
2018
Q1 		$292K Sell
18,526
-2,000
-10% -$31.9K ﹤0.01% 1357
2017
Q4 		$312K Buy
20,526
+1,965
+11% +$29.7K ﹤0.01% 1338
2017
Q3 		$278K Sell
18,561
-800
-4% -$12K ﹤0.01% 1372
2017
Q2 		$281K Buy
19,361
+6,402
+49% +$91.6K ﹤0.01% 1322
2017
Q1 		$175K Buy
12,959
+1,236
+11% +$16.6K ﹤0.01% 1571
2016
Q4 		$150K Buy
11,723
+6,202
+112% +$82.1K ﹤0.01% 1577
2016
Q3 		$76K Hold
5,521
– – ﹤0.01% 2045
2016
Q2 		$71K Sell
5,521
-100
-2% -$1.3K ﹤0.01% 1889
2016
Q1 		$73K Buy
5,621
+250
+5% +$3.09K ﹤0.01% 1827
2015
Q4 		$73K Sell
5,371
-4,351
-45% -$58.3K ﹤0.01% 1821
2015
Q3 		$123K Buy
+9,722
New +$133K ﹤0.01% 1474
2015
Q2 		– Sell
-8,722
Closed -$124K – 1651
2015
Q1 		$124K Sell
8,722
-1,100
-11% -$15.3K ﹤0.01% 1456
2014
Q4 		$136K Buy
9,822
+1,100
+13% +$15.1K ﹤0.01% 1374
2014
Q3 		$119K Hold
8,722
– – ﹤0.01% 1358
2014
Q2 		$117K Buy
8,722
+1,551
+22% +$20.5K ﹤0.01% 1338
2014
Q1 		$95K Buy
7,171
+1,300
+22% +$17K ﹤0.01% 1430
2013
Q4 		$76K Sell
5,871
-19,442
-77% -$241K ﹤0.01% 1351
2013
Q3 		$297K Hold
25,313
– – 0.01% 600
2013
Q2 		$291K Buy
+25,313
New +$291K 0.01% 550

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

Creative Planning's EOS Position: Q1 2026 in Review

Creative Planning reduced its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 8.9% in Q1 2026, selling an estimated $43.6K and leaving 20,226 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

Creative Planning first reported a position in EOS in Q2 2013 and has held it in 50 quarters since. The position peaked at $549K in Q3 2025. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • Creative Planning held 20,226 shares of Eaton Vance Enhance Equity Income Fund II worth $414K as of Q1 2026.
  • Creative Planning sold 1,988 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $43.6K.
  • Eaton Vance Enhance Equity Income Fund II made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3171 holding.
  • Creative Planning first reported a position in Eaton Vance Enhance Equity Income Fund II in Q2 2013 and has held it in 50 quarters since.
  • Creative Planning's Eaton Vance Enhance Equity Income Fund II position peaked at $549K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.