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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Discipline Wealth Solutions's EOS Position: Q2 2026 in Review

Discipline Wealth Solutions opened a new position in Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2026: 10,969 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #183 among its holdings. This is a return to the name: Discipline Wealth Solutions previously reported a position in EOS as recently as Q4 2025.

Discipline Wealth Solutions first reported a position in EOS in Q3 2025 and has held it in 3 quarters since. The position peaked at $313K in Q4 2025. 138 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

Discipline Wealth Solutions held 10,969 shares of Eaton Vance Enhance Equity Income Fund II worth $242K as of Q2 2026.
Eaton Vance Enhance Equity Income Fund II was a new Discipline Wealth Solutions position in Q2 2026.
Eaton Vance Enhance Equity Income Fund II made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #183 holding.
Discipline Wealth Solutions first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2025 and has held it in 3 quarters since.
Discipline Wealth Solutions's Eaton Vance Enhance Equity Income Fund II position peaked at $313K in Q4 2025.
138 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.