EOS — EATON VANCE ENHANCED EQUITY

Ownership history in Compound Planning, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in EATON VANCE ENHANCED EQUITY (EOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2023 Q4)
Avg. % of fund
0.03%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 28,852 +1,266 +4.6% 0.02% $690K $22.98
2025 Q2 REDUCED 27,586 -555 -2.0% 0.03% $668K $22.82
2025 Q1 ADDED 28,141 +3,013 +12.0% 0.03% $594K $19.48
2024 Q4 ADDED 25,128 +796 +3.3% 0.03% $602K $21.68
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EOS price (monthly, adj. close)

Other funds also holding EOS

As of 2025 Q4 — sorted by position size

Fund Advisors of America Inc/FL 2.33% Shaker Financial Services, LLC 3Y 7Y 1.37% JBR Co Financial Management Inc 1.34% City Center Advisors, LLC 0.49% ROMAN BUTLER FULLERTON & CO 3Y 7Y 0.49% Global Assets Advisory, LLC 3Y 0.44% Logan Stone Capital, LLC 3Y 0.35% Fairman Group, LLC 0.24% COMMONS CAPITAL, LLC 3Y 0.2% LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.16%
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