EP
EOS

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

Essential 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
2025
Q1 		– Sell
-15,456
Closed -$347K – 144
2024
Q4 		$347K Buy
+15,456
New +$355K ﹤0.01% 289

Other funds holding EOS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Essential Planning's EOS Position: Q1 2025 in Review

Essential Planning sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q1 2025, closing a stake of 15,456 shares — an estimated $347K sold.

Essential Planning first reported a position in EOS in Q4 2024 and held it in 1 quarter. The position peaked at $347K in Q4 2024. 128 funds tracked by Wall St. Rank hold EOS as of Q1 2025.

  • Essential Planning reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 15,456 Eaton Vance Enhance Equity Income Fund II shares in Q1 2025, an estimated $347K.
  • Essential Planning first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Eaton Vance Enhance Equity Income Fund II position peaked at $347K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.