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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

EOS holding history

Eaton Vance Enhanced Equity Income Fund II in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EOS overviewAll 13F holders of EOSFull Q2 2026 holdings

Shares (Q2 2026)
20,174
Value
$444.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of EOS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,174$444.6K<0.1%−52−0.3%ReducedHolders
Q1 202620,226$413.8K<0.1%−1,988−8.9%ReducedHolders
Q4 202522,214$520.0K<0.1%−716−3.1%ReducedHolders
Q3 202522,930$548.7K<0.1%+4,085+21.7%AddedHolders
Q2 202518,845$456.2K<0.1%+539+2.9%AddedHolders
Q1 202518,306$386.3K<0.1%−100−0.5%ReducedHolders
Q4 202418,406$440.8K<0.1%−20−0.1%ReducedHolders
Q3 202418,426$399.8K<0.1%+300+1.7%AddedHolders
Q2 202418,126$394.8K<0.1%00.0%UnchangedHolders
Q1 202418,126$365.6K<0.1%+750+4.3%AddedHolders
Q4 202317,376$325.3K<0.1%−2,888−14.3%ReducedHolders
Q3 202320,264$348.1K<0.1%+5,300+35.4%AddedHolders
Q2 202314,964$267.7K<0.1%00.0%UnchangedHolders
Q1 202314,964$245.4K<0.1%+1,200+8.7%AddedHolders
Q4 202213,764$227.8K<0.1%−1,162−7.8%ReducedHolders
Q3 202214,926$228.0K<0.1%+14,926NewHolders
Q2 20220$00.0%−16,369−100.0%Sold outHolders
Q1 202216,369$344.0K<0.1%+1,845+12.7%AddedHolders
Q4 202114,524$357.0K<0.1%−2,688−15.6%ReducedHolders
Q3 202117,212$400.0K<0.1%+2,781+19.3%AddedHolders
Q2 202114,431$336.0K<0.1%−1,521−9.5%ReducedHolders
Q1 202115,952$345.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.