P
EOS

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

&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
2026
Q2 		$956K Buy
43,351
+14,935
+53% +$330K ﹤0.01% 1442
2026
Q1 		$581K Buy
28,416
+3,878
+16% +$85K ﹤0.01% 1614
2025
Q4 		$574K Buy
24,538
+70
+0.3% +$1.62K ﹤0.01% 1534
2025
Q3 		$586K Buy
+24,468
New +$589K ﹤0.01% 1365

Other funds holding EOS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

&Partners's EOS Position: Q2 2026 in Review

&Partners increased its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 53% in Q2 2026, buying an estimated $330K and bringing the position to 43,351 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

&Partners first reported a position in EOS in Q3 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

  • &Partners held 43,351 shares of Eaton Vance Enhance Equity Income Fund II worth $956K as of Q2 2026.
  • &Partners bought 14,935 Eaton Vance Enhance Equity Income Fund II shares in Q2 2026, an estimated $330K.
  • Eaton Vance Enhance Equity Income Fund II made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1442 holding.
  • &Partners first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.