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EOS

NewEdge Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

NewEdge 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 		$573K Buy
28,008
+1,861
+7% +$40.8K ﹤0.01% 1874
2025
Q4 		$612K Buy
26,147
+2,845
+12% +$66K ﹤0.01% 1822
2025
Q3 		$558K Buy
23,302
+3,527
+18% +$84.9K ﹤0.01% 1750
2025
Q2 		$479K Buy
19,775
+14,588
+281% +$322K ﹤0.01% 1718
2025
Q1 		$109K Sell
5,187
-11,340
-69% -$265K ﹤0.01% 2269
2024
Q4 		$396K Sell
16,527
-9,258
-36% -$213K ﹤0.01% 1701
2024
Q3 		$560K Buy
25,785
+3,447
+15% +$73.7K ﹤0.01% 1415
2024
Q2 		$487K Buy
22,338
+4,500
+25% +$92.5K ﹤0.01% 1436
2024
Q1 		$360K Buy
17,838
+1,700
+11% +$33.4K ﹤0.01% 1541
2023
Q4 		$307K Buy
16,138
+10,471
+185% +$185K ﹤0.01% 1541
2023
Q3 		$97.4K Sell
5,667
-15,400
-73% -$275K ﹤0.01% 1846
2023
Q2 		$377K Hold
21,067
– – ﹤0.01% 1340
2023
Q1 		$340K Sell
21,067
-989
-4% -$16.4K ﹤0.01% 1317
2022
Q4 		$277K Sell
22,056
-3,291
-13% -$54.9K 0.01% 1041
2022
Q3 		$388K Buy
25,347
+2,570
+11% +$45.5K 0.01% 1081
2022
Q2 		$369K Buy
22,777
+1,754
+8% +$31.7K 0.01% 1120
2022
Q1 		$442K Buy
+21,023
New +$449K 0.01% 879

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

NewEdge Advisors's EOS Position: Q1 2026 in Review

NewEdge Advisors increased its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 7.1% in Q1 2026, buying an estimated $40.8K and bringing the position to 28,008 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

NewEdge Advisors first reported a position in EOS in Q1 2022 and has held it in 17 quarters since. The position peaked at $612K in Q4 2025. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • NewEdge Advisors held 28,008 shares of Eaton Vance Enhance Equity Income Fund II worth $573K as of Q1 2026.
  • NewEdge Advisors bought 1,861 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $40.8K.
  • Eaton Vance Enhance Equity Income Fund II made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1874 holding.
  • NewEdge Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2022 and has held it in 17 quarters since.
  • NewEdge Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $612K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.