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

Stratos Wealth 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
2024 Q4	–	Sell	-9,885	Closed	-$215K	–	731
2024 Q3	$215K	Buy	9,885 +114	+1%	+$2.44K	0.01%	691
2024 Q2	$213K	Buy	+9,771	New	+$201K	0.01%	651
2024 Q1	–	Sell	-11,027	Closed	-$206K	–	675
2023 Q4	$206K	Buy	11,027 +127	+1%	+$2.25K	0.01%	641
2023 Q3	$187K	Buy	+10,900	New	+$195K	0.01%	631

Other funds holding EOS

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

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

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

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

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

Stratos Wealth Advisors's EOS Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2024, closing a stake of 9,885 shares — an estimated $215K sold.

Stratos Wealth Advisors first reported a position in EOS in Q3 2023 and held it in 4 quarters. The position peaked at $215K in Q3 2024. 122 funds tracked by Wall St. Rank hold EOS as of Q4 2024.

Stratos Wealth Advisors reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 9,885 Eaton Vance Enhance Equity Income Fund II shares in Q4 2024, an estimated $215K.
Stratos Wealth Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2023 and held it in 4 quarters.
Stratos Wealth Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $215K in Q3 2024.
122 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.