KIG
EOS

Kessler Investment Group’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Kessler Investment Group’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
Q3 		– Sell
-14
Closed -$358 – 117
2025
Q2 		$358 Hold
14
– – ﹤0.01% 198
2025
Q1 		$312 Hold
14
– – ﹤0.01% 205
2024
Q4 		$354 Hold
14
– – ﹤0.01% 171
2024
Q3 		$321 Hold
14
– – ﹤0.01% 175
2024
Q2 		$322 Hold
14
– – ﹤0.01% 178
2024
Q1 		$299 Buy
+14
New +$275 ﹤0.01% 174

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kessler Investment Group's EOS Position: Q3 2025 in Review

Kessler Investment Group sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2025, closing a stake of 14 shares — an estimated $358 sold.

Kessler Investment Group first reported a position in EOS in Q1 2024 and held it in 6 quarters. The position peaked at $358 in Q2 2025. 136 funds tracked by Wall St. Rank hold EOS as of Q3 2025.

  • Kessler Investment Group reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2025 after selling out during the quarter.
  • Kessler Investment Group sold 14 Eaton Vance Enhance Equity Income Fund II shares in Q3 2025, an estimated $358.
  • Kessler Investment Group first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2024 and held it in 6 quarters.
  • Kessler Investment Group's Eaton Vance Enhance Equity Income Fund II position peaked at $358 in Q2 2025.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.