GWP
EOS

Gateway Wealth Partners’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Gateway Wealth Partners’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
-10,000
Closed -$211K – 363
2025
Q1 		$211K Hold
10,000
– – 0.05% 295
2024
Q4 		$240K Buy
+10,000
New +$230K 0.06% 261

Other funds holding EOS

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GC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gateway Wealth Partners's EOS Position: Q2 2025 in Review

Gateway Wealth Partners sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2025, closing a stake of 10,000 shares — an estimated $211K sold.

Gateway Wealth Partners first reported a position in EOS in Q4 2024 and held it in 2 quarters. The position peaked at $240K in Q4 2024. 129 funds tracked by Wall St. Rank hold EOS as of Q2 2025.

  • Gateway Wealth Partners reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q2 2025 after selling out during the quarter.
  • Gateway Wealth Partners sold 10,000 Eaton Vance Enhance Equity Income Fund II shares in Q2 2025, an estimated $211K.
  • Gateway Wealth Partners first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2024 and held it in 2 quarters.
  • Gateway Wealth Partners's Eaton Vance Enhance Equity Income Fund II position peaked at $240K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2025.

Based on Gateway Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.