Shulman DeMeo Asset Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Shulman DeMeo Asset Management’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	$228K	Sell	10,346 -191	-2%	-$4.22K	0.04%	127
2026 Q1	$216K	Sell	10,537 -2,398	-19%	-$52.6K	0.05%	128
2025 Q4	$303K	Sell	12,935 -116	-0.9%	-$2.69K	0.07%	90
2025 Q3	$312K	Sell	13,051 -31	-0.2%	-$746	0.07%	91
2025 Q2	$317K	Sell	13,082 -63	-0.5%	-$1.39K	0.08%	89
2025 Q1	$277K	Sell	13,145 -137	-1%	-$3.2K	0.08%	93
2024 Q4	$318K	Hold	13,282	–	–	0.09%	87
2024 Q3	$288K	Sell	13,282 -43	-0.3%	-$919	0.07%	103
2024 Q2	$290K	Sell	13,325 -53	-0.4%	-$1.09K	0.08%	100
2024 Q1	$270K	Sell	13,378 -78	-0.6%	-$1.53K	0.07%	107
2023 Q4	$252K	Sell	13,456 -137	-1%	-$2.42K	0.07%	112
2023 Q3	$234K	Hold	13,593	–	–	0.08%	108
2023 Q2	$243K	Sell	13,593 -360	-3%	-$6K	0.07%	108
2023 Q1	$229K	Sell	13,953 -52	-0.4%	-$862	0.07%	113
2022 Q4	$232K	Sell	14,005 -162	-1%	-$2.7K	0.08%	111
2022 Q3	$217K	Sell	14,167 -126	-0.9%	-$2.23K	0.08%	114
2022 Q2	$231K	Sell	14,293 -41	-0.3%	-$741	0.08%	117
2022 Q1	$301K	Sell	14,334 -305	-2%	-$6.52K	0.08%	108
2021 Q4	$360K	Sell	14,639 -20	-0.1%	-$481	0.09%	102
2021 Q3	$340K	Buy	+14,659	New	+$351K	0.3%	57
2021 Q2	–	Sell	-14,893	Closed	-$322K	–	86
2021 Q1	$322K	Sell	14,893 -3,524	-19%	-$76.4K	0.09%	103
2020 Q4	$399K	Sell	18,417 -858	-4%	-$17.1K	0.11%	88
2020 Q3	$356K	Hold	19,275	–	–	0.12%	81
2020 Q2	$339K	Sell	19,275 -152	-0.8%	-$2.49K	0.13%	77
2020 Q1	$269K	Sell	19,427 -443	-2%	-$7.4K	0.13%	73
2019 Q4	$354K	Sell	19,870 -5,494	-22%	-$94.5K	0.12%	87
2019 Q3	$422K	Sell	25,364 -290	-1%	-$4.92K	0.14%	74
2019 Q2	$436K	Sell	25,654 -11	-0%	-$184	0.16%	67
2019 Q1	$423K	Buy	+25,665	New	+$423K	0.16%	65

Other funds holding EOS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Shulman DeMeo Asset Management's EOS Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 1.8% in Q2 2026, selling an estimated $4.22K and leaving 10,346 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #127.

Shulman DeMeo Asset Management first reported a position in EOS in Q1 2019 and has held it in 29 quarters since. The position peaked at $436K in Q2 2019. 138 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

Shulman DeMeo Asset Management held 10,346 shares of Eaton Vance Enhance Equity Income Fund II worth $228K as of Q2 2026.
Shulman DeMeo Asset Management sold 191 Eaton Vance Enhance Equity Income Fund II shares in Q2 2026, an estimated $4.22K.
Eaton Vance Enhance Equity Income Fund II made up 0.04% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #127 holding.
Shulman DeMeo Asset Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2019 and has held it in 29 quarters since.
Shulman DeMeo Asset Management's Eaton Vance Enhance Equity Income Fund II position peaked at $436K in Q2 2019.
138 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.