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Livermore
Livermore
ZHEN

Altus Wealth Group LLC

SEC CIK
0001842572
Latest filing
Jul 17, 2026

EOS holding history

Eaton Vance Enhanced Equity Income Fund II in every 13F filed by Altus Wealth Group LLC, 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)
10,667
Value
$235.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of EOS by Altus Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,667$235.1K0.1%00.0%UnchangedHolders
Q1 202610,667$218.2K0.1%−436−3.9%ReducedHolders
Q4 202511,103$259.9K0.1%−1,719−13.4%ReducedHolders
Q3 202512,822$306.8K0.1%+615+5.0%AddedHolders
Q2 202512,207$295.5K0.1%00.0%UnchangedHolders
Q1 202512,207$257.6K0.1%00.0%UnchangedHolders
Q4 202412,207$292.4K0.1%00.0%UnchangedHolders
Q3 202412,207$264.9K0.1%−1,115−8.4%ReducedHolders
Q2 202413,322$290.2K0.1%00.0%UnchangedHolders
Q1 202413,322$268.7K0.1%−25,866−66.0%ReducedHolders
Q4 202339,188$733.6K0.4%+23+0.1%AddedHolders
Q3 202339,165$672.9K0.4%+500+1.3%AddedHolders
Q2 202338,665$691.7K0.4%−4,973−11.4%ReducedHolders
Q1 202343,638$715.7K0.5%+24+0.1%AddedHolders
Q4 202243,614$721.8K0.5%+12,081+38.3%AddedHolders
Q3 202231,533$732.0K0.7%00.0%UnchangedHolders
Q2 202231,533$732.0K0.7%+1,077+3.5%AddedHolders
Q1 202230,456$640.0K0.5%−2,363−7.2%ReducedHolders
Q4 202132,819$807.0K0.7%+1,286+4.1%AddedHolders
Q3 202131,533$732.0K0.7%+10,765+51.8%AddedHolders
Q2 202120,768$483.0K0.5%+15+0.1%AddedHolders
Q1 202120,753$467.0K0.5%––Holders

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