SWP
EOS

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

Stratos 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
2026
Q1 		$666K Sell
32,562
-10,070
-24% -$221K 0.01% 955
2025
Q4 		$998K Buy
42,632
+725
+2% +$16.8K 0.01% 771
2025
Q3 		$1M Buy
41,907
+3,126
+8% +$75.2K 0.01% 750
2025
Q2 		$939K Buy
+38,781
New +$855K 0.01% 710
2024
Q4 		– Sell
-48,141
Closed -$1.04M – 1480
2024
Q3 		$1.04M Buy
48,141
+7,727
+19% +$165K 0.02% 668
2024
Q2 		$880K Sell
40,414
-16,043
-28% -$330K 0.01% 697
2024
Q1 		$1.14M Sell
56,457
-16,725
-23% -$329K 0.02% 604
2023
Q4 		$1.37M Sell
73,182
-7,575
-9% -$134K 0.03% 512
2023
Q3 		$1.39M Buy
80,757
+1,280
+2% +$22.9K 0.03% 464
2023
Q2 		$1.42M Buy
79,477
+750
+1% +$12.5K 0.03% 430
2023
Q1 		$1.29M Sell
78,727
-300
-0.4% -$4.97K 0.03% 413
2022
Q4 		$1.31M Hold
79,027
– – 0.03% 438
2022
Q3 		$1.21M Sell
79,027
-6,375
-7% -$113K 0.03% 431
2022
Q2 		$1.38M Buy
85,402
+1,113
+1% +$20.1K 0.03% 408
2022
Q1 		$1.77M Hold
84,289
– – 0.04% 389
2021
Q4 		$2.07M Buy
84,289
+600
+0.7% +$14.4K 0.05% 347
2021
Q3 		$1.94M Buy
83,689
+440
+0.5% +$10.5K 0.05% 326
2021
Q2 		$1.94M Sell
83,249
-5,100
-6% -$114K 0.05% 353
2021
Q1 		$1.91M Buy
88,349
+894
+1% +$19.4K 0.05% 315
2020
Q4 		$1.9M Hold
87,455
– – 0.06% 278
2020
Q3 		$1.61M Sell
87,455
-6,275
-7% -$116K 0.05% 290
2020
Q2 		$1.65M Sell
93,730
-1,700
-2% -$27.8K 0.06% 289
2020
Q1 		$1.32M Sell
95,430
-1,171
-1% -$19.6K 0.06% 275
2019
Q4 		$1.72M Buy
96,601
+2,070
+2% +$35.6K 0.07% 266
2019
Q3 		$1.57M Sell
94,531
-3,705
-4% -$62.9K 0.07% 271
2019
Q2 		$1.67M Sell
98,236
-522
-0.5% -$8.72K 0.07% 257
2019
Q1 		$1.63M Buy
98,758
+186
+0.2% +$3.06K 0.07% 269
2018
Q4 		$1.45M Buy
98,572
+2,475
+3% +$38.8K 0.07% 263
2018
Q3 		$1.7M Buy
96,097
+3,101
+3% +$54.4K 0.08% 242
2018
Q2 		$1.56M Buy
92,996
+576
+0.6% +$9.71K 0.07% 273
2018
Q1 		$1.46M Buy
92,420
+935
+1% +$14.9K 0.06% 291
2017
Q4 		$1.39M Buy
91,485
+5,810
+7% +$87.7K 0.06% 288
2017
Q3 		$1.28M Buy
85,675
+11,125
+15% +$166K 0.06% 290
2017
Q2 		$1.08M Buy
74,550
+11,260
+18% +$161K 0.06% 284
2017
Q1 		$855K Buy
63,290
+2,015
+3% +$27.1K 0.05% 309
2016
Q4 		$784K Sell
61,275
-1,835
-3% -$24.3K 0.05% 303
2016
Q3 		$868K Hold
63,110
– – 0.06% 262
2016
Q2 		$811K Buy
63,110
+600
+1% +$7.77K 0.06% 249
2016
Q1 		$810K Sell
62,510
-2,480
-4% -$30.6K 0.07% 215
2015
Q4 		$886K Sell
64,990
-722
-1% -$9.67K 0.07% 196
2015
Q3 		$830K Buy
65,712
+11,118
+20% +$152K 0.1% 174
2015
Q2 		$758K Buy
54,594
+2,672
+5% +$38K 0.1% 188
2015
Q1 		$739K Buy
51,922
+1,163
+2% +$16.2K 0.09% 216
2014
Q4 		$702K Buy
+50,759
New +$697K 0.13% 165

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

Stratos Wealth Partners's EOS Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 24% in Q1 2026, selling an estimated $221K and leaving 32,562 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #955.

Stratos Wealth Partners first reported a position in EOS in Q4 2014 and has held it in 44 quarters since. The position peaked at $2.07M in Q4 2021. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • Stratos Wealth Partners held 32,562 shares of Eaton Vance Enhance Equity Income Fund II worth $666K as of Q1 2026.
  • Stratos Wealth Partners sold 10,070 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $221K.
  • Eaton Vance Enhance Equity Income Fund II made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #955 holding.
  • Stratos Wealth Partners first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2014 and has held it in 44 quarters since.
  • Stratos Wealth Partners's Eaton Vance Enhance Equity Income Fund II position peaked at $2.07M in Q4 2021.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.