Spire Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Spire Wealth 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	$211K	Sell	9,589 -1,051	-10%	-$23.2K	0.01%	766
2026 Q1	$218K	Buy	10,640 +249	+2%	+$5.46K	0.01%	751
2025 Q4	$243K	Sell	10,391 -104	-1%	-$2.41K	0.01%	749
2025 Q3	$251K	Buy	10,495 +786	+8%	+$18.9K	0.01%	720
2025 Q2	$235K	Sell	9,709 -1,001	-9%	-$22.1K	0.01%	721
2025 Q1	$226K	Buy	10,710 +794	+8%	+$18.5K	0.01%	793
2024 Q4	$237K	Sell	9,916 -1,272	-11%	-$29.3K	0.01%	773
2024 Q3	$243K	Buy	11,188 +237	+2%	+$5.07K	0.01%	685
2024 Q2	$239K	Sell	10,951 -275	-2%	-$5.65K	0.01%	675
2024 Q1	$226K	Sell	11,226 -714	-6%	-$14K	﹤0.01%	738
2023 Q4	$230K	Sell	11,940 -6,078	-34%	-$108K	0.01%	718
2023 Q3	$310K	Sell	18,018 -7,102	-28%	-$127K	0.01%	585
2023 Q2	$449K	Sell	25,120 -1,435	-5%	-$23.9K	0.02%	516
2023 Q1	$435K	Buy	26,555 +2,010	+8%	+$33.3K	0.02%	523
2022 Q4	$406K	Buy	24,545 +344	+1%	+$5.74K	0.02%	395
2022 Q3	$370K	Sell	24,201 -3,145	-12%	-$55.7K	0.02%	396
2022 Q2	$443K	Buy	27,346 +322	+1%	+$5.82K	0.02%	511
2022 Q1	$568K	Buy	27,024 +597	+2%	+$12.8K	0.02%	531
2021 Q4	$650K	Sell	26,427 -1,822	-6%	-$43.8K	0.01%	605
2021 Q3	$656K	Buy	28,249 +1,397	+5%	+$33.4K	0.02%	519
2021 Q2	$625K	Buy	26,852 +944	+4%	+$21.2K	0.02%	550
2021 Q1	$556K	Buy	+25,908	New	+$562K	0.01%	633

Other funds holding EOS

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Spire Wealth Management's EOS Position: Q2 2026 in Review

Spire Wealth Management reduced its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 9.9% in Q2 2026, selling an estimated $23.2K and leaving 9,589 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #766.

Spire Wealth Management first reported a position in EOS in Q1 2021 and has held it in 22 quarters since. The position peaked at $656K in Q3 2021. 22 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

Spire Wealth Management held 9,589 shares of Eaton Vance Enhance Equity Income Fund II worth $211K as of Q2 2026.
Spire Wealth Management sold 1,051 Eaton Vance Enhance Equity Income Fund II shares in Q2 2026, an estimated $23.2K.
Eaton Vance Enhance Equity Income Fund II made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #766 holding.
Spire Wealth Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Eaton Vance Enhance Equity Income Fund II position peaked at $656K in Q3 2021.
22 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.