SA
EOS

Sanctuary Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Sanctuary 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 		$381K Buy
18,630
+336
+2% +$7.37K ﹤0.01% 1944
2025
Q4 		$428K Hold
18,294
– – ﹤0.01% 1818
2025
Q3 		$438K Hold
18,294
– – ﹤0.01% 1785
2025
Q2 		$443K Sell
18,294
-125
-0.7% -$2.76K ﹤0.01% 1695
2025
Q1 		$389K Sell
18,419
-255
-1% -$5.95K ﹤0.01% 1645
2024
Q4 		$450K Sell
18,674
-3,900
-17% -$89.7K ﹤0.01% 1744
2024
Q3 		$523K Sell
22,574
-2,078
-8% -$44.4K ﹤0.01% 1669
2024
Q2 		$483K Buy
+24,652
New +$507K ﹤0.01% 1666

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 $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return