Wealth Enhancement Advisory Services
EOS

Wealth Enhancement Advisory Services’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$368K Buy
16,556
+56
+0.3% +$1.24K ﹤0.01% 2998
2026
Q1 		$342K Sell
16,500
-556
-3% -$12.2K ﹤0.01% 2648
2025
Q4 		$396K Sell
17,056
-249
-1% -$5.77K ﹤0.01% 2665
2025
Q3 		$414K Buy
17,305
+557
+3% +$13.4K ﹤0.01% 2518
2025
Q2 		$407K Buy
16,748
+1,111
+7% +$24.5K ﹤0.01% 2379
2025
Q1 		$330K Buy
+15,637
New +$365K ﹤0.01% 2373

Other funds holding EOS

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

Wealth Enhancement Advisory Services's EOS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 0.34% in Q2 2026, buying an estimated $1.24K and bringing the position to 16,556 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #2998.

Wealth Enhancement Advisory Services first reported a position in EOS in Q1 2025 and has held it in 6 quarters since. The position peaked at $414K in Q3 2025. 22 funds tracked by Wall St. Rank hold EOS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,556 shares of Eaton Vance Enhance Equity Income Fund II worth $368K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 56 Eaton Vance Enhance Equity Income Fund II shares in Q2 2026, an estimated $1.24K.
  • Eaton Vance Enhance Equity Income Fund II made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2998 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Eaton Vance Enhance Equity Income Fund II position peaked at $414K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.