GSIAS
EOS

Garden State Investment Advisory Services’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Garden State Investment Advisory Services’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 		– Sell
-9,131
Closed -$214K – 348
2025
Q4 		$214K Buy
+9,131
New +$212K 0.05% 288
2025
Q3 		– Sell
-9,734
Closed -$236K – 323
2025
Q2 		$236K Sell
9,734
-335
-3% -$7.39K 0.06% 253
2025
Q1 		$213K Buy
10,069
+63
+0.6% +$1.47K 0.07% 236
2024
Q4 		$240K Sell
10,006
-339
-3% -$7.8K 0.07% 214
2024
Q3 		$225K Buy
10,345
+675
+7% +$14.4K 0.07% 203
2024
Q2 		$211K Buy
+9,670
New +$199K 0.07% 208

Other funds holding EOS

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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