Fortis Group Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Fortis Group 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	$20.5K	Hold	1,000	–	–	﹤0.01%	341
2025 Q4	$23.4K	Hold	1,000	–	–	﹤0.01%	329
2025 Q3	$23.9K	Hold	1,000	–	–	﹤0.01%	283
2025 Q2	$24.2K	Hold	1,000	–	–	﹤0.01%	274
2025 Q1	$21.1K	Hold	1,000	–	–	﹤0.01%	251
2024 Q4	$23.9K	Hold	1,000	–	–	﹤0.01%	246
2024 Q3	$21.7K	Hold	1,000	–	–	﹤0.01%	236
2024 Q2	$21.8K	Hold	1,000	–	–	﹤0.01%	234
2024 Q1	$20.2K	Sell	1,000 -1,000	-50%	-$19.7K	﹤0.01%	258
2023 Q4	$37.4K	Buy	2,000 +1,000	+100%	+$17.7K	0.01%	185
2023 Q3	$17.2K	Buy	+1,000	New	+$17.9K	0.01%	185
2020 Q3	$18K	Buy	+1,000	New	+$18.5K	﹤0.01%	251

Other funds holding EOS

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Fortis Group Advisors's EOS Position: Q1 2026 in Review

Fortis Group Advisors held its Eaton Vance Enhance Equity Income Fund II (EOS) position steady in Q1 2026 at 1,000 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Fortis Group Advisors first reported a position in EOS in Q3 2020 and has held it in 12 quarters since. The position peaked at $37.4K in Q4 2023. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

Fortis Group Advisors held 1,000 shares of Eaton Vance Enhance Equity Income Fund II worth $20.5K as of Q1 2026.
Fortis Group 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 Fortis Group Advisors's portfolio in Q1 2026, its #341 holding.
Fortis Group Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2020 and has held it in 12 quarters since.
Fortis Group Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $37.4K in Q4 2023.
124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.