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Thurston Springer Miller Herd & Titak’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025
Q3 		– Sell
-5,423
Closed -$131K – 787
2025
Q2 		$131K Buy
5,423
+108
+2% +$2.38K 0.02% 448
2025
Q1 		$112K Buy
5,315
+105
+2% +$2.45K 0.02% 435
2024
Q4 		$125K Buy
+5,210
New +$120K 0.03% 351

Other funds holding EOS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's EOS Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q3 2025, closing a stake of 5,423 shares — an estimated $131K sold.

Thurston Springer Miller Herd & Titak first reported a position in EOS in Q4 2024 and held it in 3 quarters. The position peaked at $131K in Q2 2025. 136 funds tracked by Wall St. Rank hold EOS as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 5,423 Eaton Vance Enhance Equity Income Fund II shares in Q3 2025, an estimated $131K.
  • Thurston Springer Miller Herd & Titak first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2024 and held it in 3 quarters.
  • Thurston Springer Miller Herd & Titak's Eaton Vance Enhance Equity Income Fund II position peaked at $131K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.