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

Flaharty 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
2025 Q2	–	Sell	-400	Closed	-$8.44K	–	227
2025 Q1	$8.44K	Buy	+400	New	+$9.33K	﹤0.01%	340
2024 Q4	–	Sell	-400	Closed	-$8.68K	–	211
2024 Q3	$8.68K	Buy	+400	New	+$8.55K	﹤0.01%	334
2023 Q4	–	Sell	-400	Closed	-$6.87K	–	208
2023 Q3	$6.87K	Buy	+400	New	+$7.16K	﹤0.01%	342

Other funds holding EOS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Flaharty Asset Management's EOS Position: Q2 2025 in Review

Flaharty Asset Management sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2025, closing a stake of 400 shares — an estimated $8.44K sold.

Flaharty Asset Management first reported a position in EOS in Q3 2023 and held it in 3 quarters. The position peaked at $8.68K in Q3 2024. 129 funds tracked by Wall St. Rank hold EOS as of Q2 2025.

Flaharty Asset Management reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 400 Eaton Vance Enhance Equity Income Fund II shares in Q2 2025, an estimated $8.44K.
Flaharty Asset Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2023 and held it in 3 quarters.
Flaharty Asset Management's Eaton Vance Enhance Equity Income Fund II position peaked at $8.68K in Q3 2024.
129 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.