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

Semus Wealth 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
2025 Q3	–	Sell	-11,159	Closed	-$270K	–	117
2025 Q2	$270K	Sell	11,159 -949	-8%	-$20.9K	0.18%	91
2025 Q1	$255K	Hold	12,108	–	–	0.18%	90
2024 Q4	$290K	Sell	12,108 -1,110	-8%	-$25.5K	0.19%	83
2024 Q3	$287K	Sell	13,218 -5,559	-30%	-$119K	0.2%	91
2024 Q2	$409K	Sell	18,777 -2,007	-10%	-$41.3K	0.32%	61
2024 Q1	$419K	Sell	20,784 -5,032	-19%	-$98.9K	0.35%	66
2023 Q4	$483K	Buy	25,816 +22	+0.1%	+$389	0.4%	55
2023 Q3	$443K	Sell	25,794 -103	-0.4%	-$1.84K	0.41%	56
2023 Q2	$463K	Buy	25,897 +21	+0.1%	+$350	0.43%	57
2023 Q1	$424K	Sell	25,876 -945	-4%	-$15.7K	0.46%	54
2022 Q4	$444K	Buy	+26,821	New	+$448K	0.54%	49

Other funds holding EOS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Semus Wealth Partners's EOS Position: Q3 2025 in Review

Semus Wealth Partners sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2025, closing a stake of 11,159 shares — an estimated $270K sold.

Semus Wealth Partners first reported a position in EOS in Q4 2022 and held it in 11 quarters. The position peaked at $483K in Q4 2023. 136 funds tracked by Wall St. Rank hold EOS as of Q3 2025.

Semus Wealth Partners reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2025 after selling out during the quarter.
Semus Wealth Partners sold 11,159 Eaton Vance Enhance Equity Income Fund II shares in Q3 2025, an estimated $270K.
Semus Wealth Partners first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2022 and held it in 11 quarters.
Semus Wealth Partners's Eaton Vance Enhance Equity Income Fund II position peaked at $483K in Q4 2023.
136 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2025.

Based on Semus Wealth Partners's 13F filing for Q3 2025, filed 22 Oct 2025.