Future Financial Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Future Financial Wealth 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 Q4	–	Sell	-3,000	Closed	-$71.8K	–	209
2025 Q3	$71.8K	Hold	3,000	–	–	0.05%	215
2025 Q2	$72.6K	Hold	3,000	–	–	0.05%	201
2025 Q1	$63.3K	Hold	3,000	–	–	0.05%	210
2024 Q4	$71.8K	Hold	3,000	–	–	0.05%	200
2024 Q3	$65.1K	Buy	+3,000	New	+$64.1K	0.05%	223
2024 Q2	–	Sell	-3,000	Closed	-$60.5K	–	210
2024 Q1	$60.5K	Buy	+3,000	New	+$59K	0.05%	236
2023 Q2	–	Sell	-11,500	Closed	-$188K	–	113
2023 Q1	$188K	Sell	11,500 -600	-5%	-$9.94K	0.21%	102
2022 Q4	$200K	Buy	12,100 +1,000	+9%	+$16.7K	0.23%	99
2022 Q3	$180K	Hold	11,100	–	–	0.21%	110
2022 Q2	$233K	Hold	11,100	–	–	0.23%	111
2022 Q1	$233K	Buy	11,100 +5,500	+98%	+$118K	0.19%	111
2021 Q4	$137K	Buy	+5,600	New	+$135K	0.11%	158

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

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

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

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

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

Future Financial Wealth Management's EOS Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2025, closing a stake of 3,000 shares — an estimated $71.8K sold.

Future Financial Wealth Management first reported a position in EOS in Q4 2021 and held it in 12 quarters. The position peaked at $233K in Q2 2022. 137 funds tracked by Wall St. Rank hold EOS as of Q4 2025.

Future Financial Wealth Management reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 3,000 Eaton Vance Enhance Equity Income Fund II shares in Q4 2025, an estimated $71.8K.
Future Financial Wealth Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2021 and held it in 12 quarters.
Future Financial Wealth Management's Eaton Vance Enhance Equity Income Fund II position peaked at $233K in Q2 2022.
137 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.