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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → EOS
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC EOS Position History
Eaton Vance Enhanced Equity Income Fund II • Financial Services
Quarters held
3
Latest value
$135K
Q3 2026
Peak value
$135K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $4K |
| Q2 2026 | $84K |
| Q3 2026 | $135K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $135K | 6.3K | — | — |
| Q2 2026 | $84K | 3.8K | — | — |
| Q1 2026 | $4K | 200 | — | — |
Other funds holding EOS
$31M
$30.9M
$30M
$30M
$29.6M
$29.6M
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
SPY
$171.5MSTATE STREET SPDR S&P 500 ETF
SPY
$163.8MSTATE STREET SPDR S&P 500 ETF
SPY
$152.9MSTATE STR SPDR S&P 500 ETF TR TR UNIT
SPY
$141.2MSTATE STREET SPDR S&P 500 ETF
GAM-PB
$53MGENERAL AMERN INVS CO INC COM
GAM-PB
$52.6MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.8MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM