EWA
EOS

EverSource Wealth Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

EverSource Wealth Advisors’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 		$40.9K Hold
2,000
– – ﹤0.01% 2043
2025
Q4 		$46.8K Hold
2,000
– – ﹤0.01% 1789
2025
Q3 		$47.9K Hold
2,000
– – ﹤0.01% 1746
2025
Q2 		$48.4K Sell
2,000
-155
-7% -$3.42K ﹤0.01% 1637
2025
Q1 		$45.5K Sell
2,155
-45
-2% -$1.05K ﹤0.01% 1279
2024
Q4 		$52.7K Hold
2,200
– – ﹤0.01% 1164
2024
Q3 		$47.7K Hold
2,200
– – ﹤0.01% 1091
2024
Q2 		$47K Buy
2,200
+1,700
+340% +$34.9K ﹤0.01% 1116
2024
Q1 		$9.88K Buy
+500
New +$9.83K ﹤0.01% 1693

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

EverSource Wealth Advisors's EOS Position: Q1 2026 in Review

EverSource Wealth Advisors held its Eaton Vance Enhance Equity Income Fund II (EOS) position steady in Q1 2026 at 2,000 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

EverSource Wealth Advisors first reported a position in EOS in Q1 2024 and has held it in 9 quarters since. The position peaked at $52.7K in Q4 2024. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • EverSource Wealth Advisors held 2,000 shares of Eaton Vance Enhance Equity Income Fund II worth $40.9K as of Q1 2026.
  • EverSource Wealth Advisors left its Eaton Vance Enhance Equity Income Fund II share count unchanged in Q1 2026.
  • Eaton Vance Enhance Equity Income Fund II made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2043 holding.
  • EverSource Wealth Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $52.7K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.