IFWM
EOS

Institute for Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Institute for 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
2026
Q2 		$16.5K Buy
+750
New +$16.6K ﹤0.01% 1186

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

Institute for Wealth Management's EOS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2026: 750 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings.

83 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

  • Institute for Wealth Management held 750 shares of Eaton Vance Enhance Equity Income Fund II worth $16.5K as of Q2 2026.
  • Eaton Vance Enhance Equity Income Fund II was a new Institute for Wealth Management position in Q2 2026.
  • Eaton Vance Enhance Equity Income Fund II made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1186 holding.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.