Todd Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Todd Wealth Management’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 Q3	$586K	Sell	27,499 -156	-0.6%	-$3.37K	0.45%	51
2026 Q2	$610K	Sell	27,655 -80	-0.3%	-$1.77K	0.46%	47
2026 Q1	$567K	Hold	27,735	–	–	0.52%	47
2025 Q4	$649K	Buy	+27,735	New	+$643K	0.59%	46

Other funds holding EOS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Chung Wu Investment Group Sugar Land, Texas $137M AUM 62.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Todd Wealth Management's EOS Position: Q3 2026 in Review

Todd Wealth Management reduced its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 0.56% in Q3 2026, selling an estimated $3.37K and leaving 27,499 shares worth $586K. The position accounts for 0.45% of the portfolio, ranked #51.

Todd Wealth Management first reported a position in EOS in Q4 2025 and has held it in 4 quarters since. The position peaked at $649K in Q4 2025. 78 funds tracked by Wall St. Rank hold EOS as of Q3 2026.

Todd Wealth Management held 27,499 shares of Eaton Vance Enhance Equity Income Fund II worth $586K as of Q3 2026.
Todd Wealth Management sold 156 Eaton Vance Enhance Equity Income Fund II shares in Q3 2026, an estimated $3.37K.
Eaton Vance Enhance Equity Income Fund II made up 0.45% of Todd Wealth Management's portfolio in Q3 2026, its #51 holding.
Todd Wealth Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2025 and has held it in 4 quarters since.
Todd Wealth Management's Eaton Vance Enhance Equity Income Fund II position peaked at $649K in Q4 2025.
78 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.