SRS
EOS

Strong Retirement Solutions’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Strong Retirement Solutions’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
-11,322
Closed -$265K – 90
2025
Q4 		$265K Buy
+11,322
New +$262K 0.18% 76

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GC
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Invesco
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Raymond James Financial
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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

Strong Retirement Solutions's EOS Position: Q1 2026 in Review

Strong Retirement Solutions sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q1 2026, closing a stake of 11,322 shares — an estimated $265K sold.

Strong Retirement Solutions first reported a position in EOS in Q4 2025 and held it in 1 quarter. The position peaked at $265K in Q4 2025. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • Strong Retirement Solutions reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Strong Retirement Solutions sold 11,322 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $265K.
  • Strong Retirement Solutions first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2025 and held it in 1 quarter.
  • Strong Retirement Solutions's Eaton Vance Enhance Equity Income Fund II position peaked at $265K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on Strong Retirement Solutions's 13F filing for Q1 2026, filed 20 Apr 2026.