Planning Strategies’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Planning Strategies’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	$8.82K	Buy	+400	New	+$8.85K	0.01%	345

Other funds holding EOS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Planning Strategies's EOS Position: Q2 2026 in Review

Planning Strategies opened a new position in Eaton Vance Enhance Equity Income Fund II (EOS) in Q2 2026: 400 shares worth $8.82K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings.

136 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

Planning Strategies held 400 shares of Eaton Vance Enhance Equity Income Fund II worth $8.82K as of Q2 2026.
Eaton Vance Enhance Equity Income Fund II was a new Planning Strategies position in Q2 2026.
Eaton Vance Enhance Equity Income Fund II made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #345 holding.
136 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.