PFO
EOS

PMG Family Office’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

PMG Family Office’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 		$1.91M Buy
86,755
+2,464
+3% +$54.5K 1.76% 14
2026
Q1 		$1.72M Buy
84,291
+5,926
+8% +$130K 1.93% 13
2025
Q4 		$1.83M Buy
78,365
+750
+1% +$17.4K 2.12% 12
2025
Q3 		$1.86M Buy
+77,615
New +$1.87M 2.08% 11

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

PMG Family Office's EOS Position: Q2 2026 in Review

PMG Family Office increased its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 2.9% in Q2 2026, buying an estimated $54.5K and bringing the position to 86,755 shares worth $1.91M. The position accounts for 1.76% of the portfolio, ranked #14.

PMG Family Office 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.

  • PMG Family Office held 86,755 shares of Eaton Vance Enhance Equity Income Fund II worth $1.91M as of Q2 2026.
  • PMG Family Office bought 2,464 Eaton Vance Enhance Equity Income Fund II shares in Q2 2026, an estimated $54.5K.
  • Eaton Vance Enhance Equity Income Fund II made up 1.76% of PMG Family Office's portfolio in Q2 2026, its #14 holding.
  • PMG Family Office 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 PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.