CAM
EOS

Creekmur Asset Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Creekmur Asset Management’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
Q3 		$18.7K Buy
779
+14
+2% +$337 ﹤0.01% 446
2025
Q2 		$18.5K Buy
765
+15
+2% +$331 ﹤0.01% 446
2025
Q1 		$15.8K Buy
750
+15
+2% +$350 ﹤0.01% 427
2024
Q4 		$17.6K Buy
735
+12
+2% +$276 ﹤0.01% 353
2024
Q3 		$15.7K Buy
723
+15
+2% +$321 ﹤0.01% 384
2024
Q2 		$15.4K Buy
708
+8
+1% +$164 ﹤0.01% 427
2024
Q1 		$14.1K Buy
700
+16
+2% +$314 ﹤0.01% 432
2023
Q4 		$12.8K Buy
+684
New +$12.1K ﹤0.01% 499

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creekmur Asset Management's EOS Position: Q3 2025 in Review

Creekmur Asset Management increased its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 1.8% in Q3 2025, buying an estimated $337 and bringing the position to 779 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Creekmur Asset Management first reported a position in EOS in Q4 2023 and has held it in 8 quarters since. 136 funds tracked by Wall St. Rank hold EOS as of Q3 2025.

  • Creekmur Asset Management held 779 shares of Eaton Vance Enhance Equity Income Fund II worth $18.7K as of Q3 2025.
  • Creekmur Asset Management bought 14 Eaton Vance Enhance Equity Income Fund II shares in Q3 2025, an estimated $337.
  • Eaton Vance Enhance Equity Income Fund II made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #446 holding.
  • Creekmur Asset Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2023 and has held it in 8 quarters since.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.