HIA
EOS

Harbor Investment Advisory’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Harbor Investment Advisory’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
Q2 		$83.8K Hold
3,800
– – 0.01% 610
2026
Q1 		$77.7K Hold
3,800
– – 0.01% 553
2025
Q4 		$89K Buy
+3,800
New +$88.1K 0.01% 541

Other funds holding EOS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
CWIG
Chung Wu Investment Group Sugar Land, Texas $152M AUM 78.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Harbor Investment Advisory's EOS Position: Q2 2026 in Review

Harbor Investment Advisory held its Eaton Vance Enhance Equity Income Fund II (EOS) position steady in Q2 2026 at 3,800 shares worth $83.8K. The position accounts for 0.01% of the portfolio, ranked #610.

Harbor Investment Advisory first reported a position in EOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $89K in Q4 2025. 83 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

  • Harbor Investment Advisory held 3,800 shares of Eaton Vance Enhance Equity Income Fund II worth $83.8K as of Q2 2026.
  • Harbor Investment Advisory left its Eaton Vance Enhance Equity Income Fund II share count unchanged in Q2 2026.
  • Eaton Vance Enhance Equity Income Fund II made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #610 holding.
  • Harbor Investment Advisory first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2025 and has held it in 3 quarters since.
  • Harbor Investment Advisory's Eaton Vance Enhance Equity Income Fund II position peaked at $89K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.