EOS Eaton Vance Enhance Equity Income Fund II

XNYS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

EOS — —
Key stats
About
Exchange
XNYS
Market Cap
$1.1B
List Date
2005-01-27
CIK
0001308335
Homepage
https://www.eatonvance.com

Eaton Vance Enhanced Equity Income Fund II is a diversified, closed-end management investment company. The fund's primary investment objective is to provide current income, with a secondary objective of capital appreciation. Under normal market conditions, the Fund invests at least 80% of its total assets in common stocks. It invests in a portfolio of large and mid-cap securities in sectors such as Information Technology, Consumer Discretionary, Communication Services, Healthcare, Industrials, Consumer Staples, Financials, Materials, and Energy.

Fund profile
Factor & Dividend High Dividend Eaton Vance
Expense ratio
—
Assets
$1.1B
shares × price, Oct 20, 2026
Trailing yield
—
Average daily volume
$3.4M
30 sessions
Holdings
—
Listed
Jan 27, 2005
NYSE
FrenzyCap ETF score
62
how it is built
Costn/a
Liquidity51
Scale76
Diversificationn/a

Moves with. US large-cap stocks (62% of its variance, beta 0.94); Value over growth (14% of its variance, beta -0.22). These factors explain 72% of its daily moves over the last year.

Overlap toolAll High Dividend ETFs

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The largest other funds in the High Dividend category.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-2.07%-9.68%3.35%3.15%0.96%-3.28%-1.26%
Feb4.65%-7.49%-7.09%4.16%-5.16%-2.57%-2.25%
Mar-3.40%3.45%1.99%-0.84%-7.86%-7.08%-2.29%
Apr4.17%-12.23%-0.24%-1.59%0.66%7.92%-0.22%
May-1.67%-3.28%1.90%5.46%6.11%2.13%1.78%
Jun4.77%-8.32%6.81%5.12%4.99%-3.84%1.59%
Jul0.82%12.91%2.68%-2.20%0.25%-3.76%1.78%
Aug6.34%-6.36%-1.90%2.24%1.01%0.05%0.23%
Sep-6.37%-12.82%-5.03%3.09%0.29%-0.61%-3.57%
Oct4.79%8.92%-5.67%2.89%-0.46%-1.83%*1.44%
Nov-0.91%2.93%10.72%5.95%-3.94%--2.95%
Dec3.62%-5.21%1.13%1.53%2.86%--0.79%
Total14.75%-34.10%7.44%32.61%-1.18%-12.81%1.12%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $21.25
SMA 50: $21.39
SMA 200: $21.82
Current: $20.91
EMA 12: $21.08
EMA 26: $21.22
MACD: -0.1448 | Signal: -0.0633
BEARISH
ADX (14): 20.76
WEAK TREND
+DI: 16.39
−DI: 31.18

Momentum Oscillators

RSI (14): 41.62
NEUTRAL
Stoch %K: 28.15
Stoch %D: 21.58
Williams %R: -64.66

Volume & Volatility

BB Upper: $21.83
BB Lower: $20.67
NEUTRAL
OBV: 31,437
Vol SMA 20: 162,031
Vol ROC: -15.04%
ATR: $0.27
True Range: $0.23
HV 20: 13.7%
HV 30: 14.5%
HV 60: 13.7%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report: EOS

Executive Summary

BULLISH (Confidence Level: 7/10)

Key drivers:

  • Bullish MACD signal with a strong histogram
  • Neutral RSI reading, indicating no overbought or oversold conditions
  • Positive news sentiment from recent headlines

Primary risks:

  • Volatility above average, amplifying market movements
  • No earnings data available to gauge future performance

Investment thesis: EOS is poised for a potential upswing due to its bullish technical indicators and neutral news sentiment. However, the stock's volatility and lack of earnings guidance pose some risk.

Recent news sentiment impact: The recent headlines have been mostly neutral, which has not significantly impacted the stock's price movement. Nonetheless, the positive tone from Seeking Alpha's article on building a 10% income portfolio could contribute to a moderate upswing in the near term.

Technical Analysis

Trend Direction: Short-term (1-4 weeks) - Bullish; Medium-term (1-3 months) - Neutral; Long-term (3-12 months) - Bullish

Support/Resistance Levels: The stock is trading above its SMA 20 and EMA 12, indicating support at $22.50 and $22.47, respectively. Resistance lies around $22.89, the upper Bollinger Band.

Momentum Signals:

  • RSI: Neutral (55.86)
  • MACD: Bullish with a strong histogram
  • Bollinger Bands: Neutral signal

Volume Analysis: The stock's volume has been increasing, with a Volume Rate of Change of 74.45%. On-Balance Volume (OBV) is positive, indicating buying pressure.

News & Sentiment Analysis

Recent Headlines Summary: Recent headlines have been mostly neutral, focusing on corporate events and financial announcements.

Sentiment Assessment: Neutral sentiment dominates the recent news articles.

Catalyst Identification: No significant catalysts are immediately apparent, but potential earnings or product launches could drive the stock's price movement in the future.

Market Narrative: The market narrative is generally positive, with the Seeking Alpha article contributing to a moderate upswing in the near term. However, this sentiment has not yet translated into significant price movements.

Risk & Volatility Assessment

Beta Interpretation: EOS has a beta of 1.02, indicating above-average volatility relative to the broader market (SPY).

Volatility Regime: The stock's volatility is higher than average, amplifying market movements.

Options Market Signals: No options data available to gauge market sentiment or unusual activity.

Downside Protection: Support levels lie at $22.50 and $22.10, with a stop-loss consideration around $22.30.

Market Context & Positioning

Sector Performance: EOS is trading within its sector's mean range, indicating no significant sector-specific catalysts are driving the stock's price movement.

Institutional Activity: No unusual institutional activity has been observed recently.

Correlation Analysis: EOS correlates strongly with the broader market (R-squared: 0.80), indicating a high degree of co-movement.

Relative Valuation: The stock is trading near its mean range, suggesting no significant valuation discrepancies relative to its peers or the broader market.

Key Levels & Action Items

  • Critical Price Levels: Support at $22.50 and $22.10; Resistance around $22.89
  • Breakout/Breakdown Levels: A breakout above $23.00 could trigger a medium-term upswing, while a breakdown below $21.67 could lead to a short-term correction.
  • Time-Sensitive Catalysts: No immediate catalysts are apparent, but potential earnings or product launches could drive the stock's price movement in the future.
  • Risk Management: Consider stop-loss levels around $22.30 and position sizing considerations based on risk tolerance.

By analyzing the provided data, EOS appears poised for a potential upswing due to its bullish technical indicators and neutral news sentiment. However, the stock's volatility and lack of earnings guidance pose some risk. Investors should consider positioning themselves accordingly, taking into account the critical price levels, breakout/breakdown points, and time-sensitive catalysts.

Generated
News
All EOS news →
GlobeNewswire Inc.T3·30mo ago
ACTEOS :
General
Showing 1–10 of 41
Page 1 of 5

EOS Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 1.0683
Alpha: -26.17%
Correlation: 0.8400
R-Squared: 70.6%
Stock Volatility: 16.2%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
Notable investors who own EOS
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Rockefeller Capital Management Family office
Rockefeller family
$3.2M
0.00%
#1177 of 4729+18.4%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

EOS Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

148 filers11,940,222 shares$262.74M value
# Filer Shares Value % of Total % of Float Period
1 Morgan Stanley Custodian 1,239,124 $27.31M 10.39% — 2026-06-30
2 Bank of America Corp Custodian 1,100,999 $24.27M 9.24% — 2026-06-30
3 Wells Fargo & Company Custodian 758,767 $16.72M 6.36% — 2026-06-30
4 GUGGENHEIM CAPITAL LLC 738,672 $16.28M 6.20% — 2026-06-30
5 Invesco Ltd. Custodian 722,969 $15.93M 6.06% — 2026-06-30
6 Raymond James Financial, Inc. Custodian 676,679 $14.91M 5.68% — 2026-06-30
7 OSAIC HOLDINGS, INC. Custodian 661,124 $14.57M 5.55% — 2026-06-30
8 LPL Financial LLC Custodian 431,821 $9.52M 3.62% — 2026-06-30
9 UBS Group AG Custodian 385,025 $8.49M 3.23% — 2026-06-30
10 Royal Bank of Canada Custodian 381,035 $8.40M 3.20% — 2026-06-30
11 COMMONWEALTH EQUITY SERVICES, LLC 332,463 $7.33M 2.79% — 2026-06-30
12 Shaker Financial Services, LLC 253,907 $5.41M 2.06% — 2026-09-30
13 WOLVERINE ASSET MANAGEMENT LLC 234,726 $5.17M 1.97% — 2026-06-30
14 Karpus Management, Inc. 211,237 $4.66M 1.77% — 2026-06-30
15 COHEN & STEERS, INC. 174,355 $3.84M 1.46% — 2026-06-30
16 JBR Co Financial Management Inc 147,895 $3.27M 1.24% — 2026-09-30
17 Chung Wu Investment Group, LLC 147,810 $3.26M 1.24% — 2026-06-30
18 Larson Financial Group LLC 145,361 $3.20M 1.22% — 2026-06-30
19 Rockefeller Capital Management L.P. Custodian 143,241 $3.16M 1.20% — 2026-06-30
20 1607 Capital Partners, LLC 135,552 $2.99M 1.14% — 2026-06-30
21 Envestnet Asset Management, Inc. 134,329 $2.96M 1.13% — 2026-06-30
22 Ameriprise Financial, Inc. Custodian 123,026 $2.72M 1.03% — 2026-06-30
23 Cetera Investment Advisers Custodian 114,311 $2.52M 0.96% — 2026-06-30
24 Fund Advisors of America Inc/FL 103,085 $2.27M 0.86% — 2026-06-30
25 Logan Stone Capital, LLC 95,109 $2.10M 0.80% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

EOS Insider Trading (Form 4)

Latest: 2026-08-21
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-08-21 Keith Quinton Buy (P) +5,000 $21.39 $107.0K EDGAR
2021-07-01 Michael A Allison President — — — EDGAR
2015-07-28 Michael A Allison President Other (J) +700 $13.99 $9.8K EDGAR
2015-07-01 Walter A Row III President — — — EDGAR
2013-10-01 Duncan W Richardson Vice President — — — EDGAR
2011-08-12 Walter A Row III President Other (J) +1,000 $10.14 $10.1K EDGAR
2011-08-09 Duncan W Richardson Vice President Buy (P) +10,000 $9.69 $96.9K EDGAR
2008-10-28 Duncan W Richardson President Buy (P) +1,000 $10.12 $10.1K EDGAR
2008-09-30 Duncan W Richardson President Buy (P) +500 $13.60 $6.8K EDGAR
2008-07-16 Duncan W Richardson President Buy (P) +1,000 $14.39 $14.4K EDGAR
2008-03-07 Ronald M Egalka — — — EDGAR
2007-12-26 Duncan W Richardson President Buy (P) +1,000 $17.25 $17.2K EDGAR
2007-11-23 Duncan W Richardson President Buy (P) +1,000 $16.92 $16.9K EDGAR
2007-11-05 Alan R Dynner Secretary — — — EDGAR
2007-08-21 Duncan W Richardson President Buy (P) +1,000 $18.01 $18.0K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

EOS Insider Holdings

1 insider · @ $20.91
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Keith Quinton 5,000 $104.5K $107.0K 1 2026-08-21
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
16 ETFs hold EOS
16 shown · $96.39M total exposure · 0.01% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VXUS Vanguard Total International Stock ETF Vanguard 0.00% $24.0M — 2026-09-30
2 VEA Vanguard FTSE Developed Markets ETF Vanguard 0.01% $15.8M — 2026-09-30
3 PCEF Invesco CEF Income Composite ETF Invesco 1.91% $14.3M — 2026-10-20
4 IDEF iShares Defense Industrials and Tech Active ETF iShares (BlackRock) 0.34% $12.5M $3.7B 2026-10-20
5 IEFA iShares Core MSCI EAFE ETF iShares (BlackRock) 0.00% $9.0M $191.0B 2026-10-20
6 VSS Vanguard FTSE All-World EX-US Small-Cap Index Fund Vanguard 0.04% $6.0M — 2026-09-30
7 SCZ iShares MSCI EAFE Small-Cap ETF iShares (BlackRock) 0.04% $4.6M $12.9B 2026-10-20
8 SPDW State Street® SPDR® Portfolio Developed World ex-US ETF SPDR (State Street) 0.01% $2.7M $40.9B 2026-10-20
9 VPL Vanguard FTSE Pacific ETF Vanguard 0.01% $1.7M — 2026-09-30
10 IXUS iShares Core MSCI Total International Stock ETF iShares (BlackRock) 0.00% $1.7M $58.1B 2026-10-20
11 IDEV iShares Core MSCI International Developed Markets ETF iShares (BlackRock) 0.00% $1.6M $34.0B 2026-10-20
12 VT Vanguard Total World Stock ETF Vanguard 0.00% $1.4M — 2026-09-30
13 GWX State Street® SPDR® S&P® International Small Cap ETF SPDR (State Street) 0.09% $775,467 $899.5M 2026-10-20
14 IPAC iShares Core MSCI Pacific ETF iShares (BlackRock) 0.01% $356,640 $2.7B 2026-10-20
15 WSML iShares MSCI World Small-Cap ETF iShares (BlackRock) 0.01% $64,478 $661.0M 2026-10-20
16 SPGM State Street® SPDR® Portfolio MSCI Global Stock Market ETF SPDR (State Street) 0.00% $31,158 $1.8B 2026-10-20
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.