Chung Wu Investment Group, LLC

Position in EOS — Eaton Vance Enhanced Equity Income Fund II

CIK 2054278 SUGAR LAND, TX

Position in EOS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,257,732

+$39,170 QoQ

Shares Held

147,810

-6.0% QoQ

Ownership

0.277%

of shares outstanding

% of Portfolio

2.99%

of 13F equity value

Holder Rank

#17

of 138 holders

Holding Since

Dec 2024

7 quarters on record

Financial Services · as of Jun 30, 2026

Chung Wu Investment Group, LLC holds $4,186,325 across 21 Asset Management names. EOS ranks #1 (77.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EOS	Eaton Vance Enhanced Equity Income Fund II This page	147,810	$3,257,732
2	HTGC	Hercules Capital, Inc.	12,978	$204,663
3	NAD	Nuveen Quality Municipal Income Fund	9,400	$113,928
4	MYI	Blackrock Muniyield Quality Fund III, Inc.	10,000	$111,100
5	MQY	Blackrock Muniyield Quality Fund, Inc.	7,000	$81,200
6	NVG	Nuveen AMT-Free Municipal Credit Income Fund	6,000	$76,800
7	NEA	Nuveen AMT-Free Quality Municipal Income Fund	6,000	$70,440
8	ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	2,300	$54,142

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,257,732	147,810	-6.0%	Shares	Sole	2026-07-31
2026-03-31	$3,218,562	157,310	-0.8%	Shares	Sole	2026-05-12
2025-12-31	$3,713,060	158,610	-1.3%	Shares	Sole	2026-02-02
2025-09-30	$3,845,311	160,690	-2.7%	Shares	Sole	2025-11-04
2025-06-30	$4,000,218	165,230	-1.0%	Shares	Sole	2025-07-22
2025-03-31	$3,520,113	166,830	0.0%	Shares	Sole	2025-04-23
2024-12-31	$3,995,578	166,830	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.