Discipline Wealth Solutions’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Discipline Wealth Solutions’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	$258K	Buy	12,099 +1,130	+10%	+$24.4K	0.02%	178
2026 Q2	$242K	Buy	+10,969	New	+$243K	0.02%	183
2026 Q1	–	Sell	-13,391	Closed	-$313K	–	194
2025 Q4	$313K	Buy	13,391 +2,509	+23%	+$58.2K	0.06%	133
2025 Q3	$260K	Buy	+10,882	New	+$262K	0.07%	135

Other funds holding EOS

SFS

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

PFO

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

AHL

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

CCAL

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

Discipline Wealth Solutions's EOS Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 10% in Q3 2026, buying an estimated $24.4K and bringing the position to 12,099 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #178.

Discipline Wealth Solutions first reported a position in EOS in Q3 2025 and has held it in 4 quarters since. The position peaked at $313K in Q4 2025. 25 funds tracked by Wall St. Rank hold EOS as of Q3 2026.

Discipline Wealth Solutions held 12,099 shares of Eaton Vance Enhance Equity Income Fund II worth $258K as of Q3 2026.
Discipline Wealth Solutions bought 1,130 Eaton Vance Enhance Equity Income Fund II shares in Q3 2026, an estimated $24.4K.
Eaton Vance Enhance Equity Income Fund II made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #178 holding.
Discipline Wealth Solutions first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2025 and has held it in 4 quarters since.
Discipline Wealth Solutions's Eaton Vance Enhance Equity Income Fund II position peaked at $313K in Q4 2025.
25 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.