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Global Wealth Strategies & Associates’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Global Wealth Strategies & Associates’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
-625
Closed -$14.6K – 566
2025
Q4 		$14.6K Buy
+625
New +$14.5K ﹤0.01% 269

Other funds holding EOS

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Wealth Strategies & Associates's EOS Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q1 2026, closing a stake of 625 shares — an estimated $14.6K sold.

Global Wealth Strategies & Associates first reported a position in EOS in Q4 2025 and held it in 1 quarter. The position peaked at $14.6K in Q4 2025. 125 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 625 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $14.6K.
  • Global Wealth Strategies & Associates first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Eaton Vance Enhance Equity Income Fund II position peaked at $14.6K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.