Meriwether Wealth & Planning’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Meriwether Wealth & Planning’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 Q3	$11K	Buy	+515	New	+$11.1K	0.01%	406

Other funds holding EOS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Meriwether Wealth & Planning's EOS Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2026: 515 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #406 among its holdings.

46 funds tracked by Wall St. Rank hold EOS as of Q3 2026.

Meriwether Wealth & Planning held 515 shares of Eaton Vance Enhance Equity Income Fund II worth $11K as of Q3 2026.
Eaton Vance Enhance Equity Income Fund II was a new Meriwether Wealth & Planning position in Q3 2026.
Eaton Vance Enhance Equity Income Fund II made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #406 holding.
46 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.