SFG
EOS

Strive Financial Group’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Strive Financial Group’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 		– Sell
-991
Closed -$23.2K – 790
2025
Q4 		$23.2K Buy
+991
New +$23K 0.01% 312

Other funds holding EOS

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strive Financial Group's EOS Position: Q1 2026 in Review

Strive Financial Group sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q1 2026, closing a stake of 991 shares — an estimated $23.2K sold.

Strive Financial Group first reported a position in EOS in Q4 2025 and held it in 1 quarter. The position peaked at $23.2K in Q4 2025. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • Strive Financial Group reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Strive Financial Group sold 991 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $23.2K.
  • Strive Financial Group first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2025 and held it in 1 quarter.
  • Strive Financial Group's Eaton Vance Enhance Equity Income Fund II position peaked at $23.2K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Strive Financial Group's 13F filing for Q1 2026, filed 15 May 2026.