OP
EOS

ORG Partners’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

ORG Partners’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
Q4 		$11.7K Hold
500
– – ﹤0.01% 947
2025
Q3 		$12K Hold
500
– – ﹤0.01% 932
2025
Q2 		$12K Hold
500
– – ﹤0.01% 866
2025
Q1 		$10.6K Hold
500
– – ﹤0.01% 786
2024
Q4 		$12K Buy
+500
New +$11.5K ﹤0.01% 855

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ORG Partners's EOS Position: Q4 2025 in Review

ORG Partners held its Eaton Vance Enhance Equity Income Fund II (EOS) position steady in Q4 2025 at 500 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

ORG Partners first reported a position in EOS in Q4 2024 and has held it in 5 quarters since. The position peaked at $12K in Q2 2025. 137 funds tracked by Wall St. Rank hold EOS as of Q4 2025.

  • ORG Partners held 500 shares of Eaton Vance Enhance Equity Income Fund II worth $11.7K as of Q4 2025.
  • ORG Partners left its Eaton Vance Enhance Equity Income Fund II share count unchanged in Q4 2025.
  • Eaton Vance Enhance Equity Income Fund II made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #947 holding.
  • ORG Partners first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's Eaton Vance Enhance Equity Income Fund II position peaked at $12K in Q2 2025.
  • 137 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.