JWCA
EOS

J.W. Cole Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

J.W. Cole Advisors’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
-19,603
Closed -$436K – 954
2025
Q4 		$436K Buy
19,603
+596
+3% +$13.8K 0.01% 944
2025
Q3 		$455K Buy
19,007
+515
+3% +$12.4K 0.01% 1024
2025
Q2 		$448K Buy
18,492
+963
+5% +$21.2K 0.01% 948
2025
Q1 		$370K Buy
+17,529
New +$409K 0.01% 873

Other funds holding EOS

Morgan Stanley
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

J.W. Cole Advisors's EOS Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q1 2026, closing a stake of 19,603 shares — an estimated $436K sold.

J.W. Cole Advisors first reported a position in EOS in Q1 2025 and held it in 4 quarters. The position peaked at $455K in Q3 2025. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 19,603 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $436K.
  • J.W. Cole Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2025 and held it in 4 quarters.
  • J.W. Cole Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $455K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.