PMFA
EOS

Plante Moran Financial Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Plante Moran Financial 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 		– Sell
-165
Closed -$3.86K – 769
2025
Q4 		$3.86K Hold
165
– – ﹤0.01% 663
2025
Q3 		$3.95K Hold
165
– – ﹤0.01% 626
2025
Q2 		$4K Hold
165
– – ﹤0.01% 643
2025
Q1 		$3.48K Hold
165
– – ﹤0.01% 671
2024
Q4 		$3.95K Buy
+165
New +$3.79K ﹤0.01% 722

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 $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return

Plante Moran Financial Advisors's EOS Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q1 2026, closing a stake of 165 shares — an estimated $3.86K sold.

Plante Moran Financial Advisors first reported a position in EOS in Q4 2024 and held it in 5 quarters. The position peaked at $4K in Q2 2025. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 165 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $3.86K.
  • Plante Moran Financial Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2024 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $4K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.