SPIA
EOS

Steward Partners Investment Advisory’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Steward Partners Investment Advisory’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 		$1.14M Buy
55,520
+4,417
+9% +$96.8K 0.01% 1098
2025
Q4 		$1.2M Buy
51,103
+1,453
+3% +$33.7K 0.01% 985
2025
Q3 		$1.19M Buy
49,650
+679
+1% +$16.3K 0.01% 985
2025
Q2 		$1.19M Buy
48,971
+668
+1% +$14.7K 0.01% 925
2025
Q1 		$1.02M Buy
48,303
+1,542
+3% +$36K 0.01% 911
2024
Q4 		$1.12M Buy
46,761
+1,561
+3% +$35.9K 0.01% 835
2024
Q3 		$981K Buy
45,200
+3,928
+10% +$84K 0.01% 865
2024
Q2 		$899K Buy
41,272
+3,403
+9% +$70K 0.01% 846
2024
Q1 		$764K Buy
37,869
+14,216
+60% +$279K 0.01% 889
2023
Q4 		$443K Sell
23,653
-400
-2% -$7.08K 0.01% 1047
2023
Q3 		$413K Buy
24,053
+2,638
+12% +$47.2K 0.01% 990
2023
Q2 		$383K Buy
21,415
+1,200
+6% +$20K 0.01% 1034
2023
Q1 		$332K Buy
20,215
+250
+1% +$4.14K 0.01% 1074
2022
Q4 		$330K Sell
19,965
-533
-3% -$8.9K 0.01% 1045
2022
Q3 		$314K Buy
20,498
+250
+1% +$4.43K 0.01% 1016
2022
Q2 		$328K Buy
20,248
+5,550
+38% +$100K 0.01% 1000
2022
Q1 		$309K Sell
14,698
-467
-3% -$9.98K ﹤0.01% 1118
2021
Q4 		$373K Hold
15,165
– – 0.01% 1055
2021
Q3 		$352K Hold
15,165
– – 0.01% 1042
2021
Q2 		$353K Sell
15,165
-6,970
-31% -$156K 0.01% 1097
2021
Q1 		$478K Buy
22,135
+7,045
+47% +$153K 0.01% 911
2020
Q4 		$327K Buy
15,090
+1,100
+8% +$21.9K 0.01% 887
2020
Q3 		$258K Hold
13,990
– – 0.01% 855
2020
Q2 		$246K Sell
13,990
-214
-2% -$3.5K 0.01% 816
2020
Q1 		$197K Buy
14,204
+3,114
+28% +$52K 0.01% 800
2019
Q4 		$197K Buy
11,090
+1,000
+10% +$17.2K 0.01% 883
2019
Q3 		$168K Buy
10,090
+5,900
+141% +$100K 0.01% 896
2019
Q2 		$71K Buy
+4,190
New +$70K ﹤0.01% 1197
2018
Q4 		– Sell
-6,566
Closed -$116K – 1154
2018
Q3 		$116K Buy
6,566
+3,114
+90% +$54.6K 0.01% 883
2018
Q2 		$58K Buy
3,452
+681
+25% +$11.5K ﹤0.01% 1042
2018
Q1 		$43K Buy
2,771
+15
+0.5% +$240 ﹤0.01% 1051
2017
Q4 		$41K Buy
2,756
+439
+19% +$6.63K ﹤0.01% 893
2017
Q3 		$34K Buy
2,317
+16
+0.7% +$239 ﹤0.01% 788
2017
Q2 		$33K Buy
2,301
+16
+0.7% +$229 ﹤0.01% 734
2017
Q1 		$30K Buy
2,285
+816
+56% +$11K ﹤0.01% 657
2016
Q4 		$18K Buy
+1,469
New +$19.4K 0.01% 457

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

Steward Partners Investment Advisory's EOS Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 8.6% in Q1 2026, buying an estimated $96.8K and bringing the position to 55,520 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1098.

Steward Partners Investment Advisory first reported a position in EOS in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.2M in Q4 2025. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • Steward Partners Investment Advisory held 55,520 shares of Eaton Vance Enhance Equity Income Fund II worth $1.14M as of Q1 2026.
  • Steward Partners Investment Advisory bought 4,417 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $96.8K.
  • Eaton Vance Enhance Equity Income Fund II made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1098 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2016 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's Eaton Vance Enhance Equity Income Fund II position peaked at $1.2M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.