Financial Gravity Asset Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Financial Gravity Asset Management’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	$62.1K	Hold	3,033	–	–	0.01%	279
2025 Q4	$71K	Hold	3,033	–	–	0.01%	219
2025 Q3	$72.6K	Buy	+3,033	New	+$73K	0.01%	252
2025 Q1	$64K	Buy	+3,033	New	+$70.8K	0.01%	275

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Gravity Asset Management's EOS Position: Q1 2026 in Review

Financial Gravity Asset Management held its Eaton Vance Enhance Equity Income Fund II (EOS) position steady in Q1 2026 at 3,033 shares worth $62.1K. The position accounts for 0.01% of the portfolio, ranked #279.

Financial Gravity Asset Management first reported a position in EOS in Q1 2025 and has held it in 4 quarters since. The position peaked at $72.6K in Q3 2025. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

Financial Gravity Asset Management held 3,033 shares of Eaton Vance Enhance Equity Income Fund II worth $62.1K as of Q1 2026.
Financial Gravity Asset Management 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 Financial Gravity Asset Management's portfolio in Q1 2026, its #279 holding.
Financial Gravity Asset Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2025 and has held it in 4 quarters since.
Financial Gravity Asset Management's Eaton Vance Enhance Equity Income Fund II position peaked at $72.6K in Q3 2025.
124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.