DWS
EOS

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
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

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

Discipline Wealth Solutions's EOS Position: Q1 2026 in Review

Discipline Wealth Solutions sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q1 2026, closing a stake of 13,391 shares — an estimated $313K sold.

Discipline Wealth Solutions first reported a position in EOS in Q3 2025 and held it in 2 quarters. The position peaked at $313K in Q4 2025. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • Discipline Wealth Solutions reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Discipline Wealth Solutions sold 13,391 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $313K.
  • Discipline Wealth Solutions first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2025 and held it in 2 quarters.
  • Discipline Wealth Solutions's Eaton Vance Enhance Equity Income Fund II position peaked at $313K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.