Ameriprise
EOT

Ameriprise’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Ameriprise’s Portfolio EOT Stock Details EOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$441K Sell
25,778
-2,019
-7% -$35.2K ﹤0.01% 3634
2025
Q4 		$470K Sell
27,797
-5,763
-17% -$96.3K ﹤0.01% 3647
2025
Q3 		$558K Buy
33,560
+10,385
+45% +$170K ﹤0.01% 3596
2025
Q2 		$376K Sell
23,175
-4,652
-17% -$75.9K ﹤0.01% 3622
2025
Q1 		$463K Sell
27,827
-4,901
-15% -$82.3K ﹤0.01% 3517
2024
Q4 		$522K Sell
32,728
-3,249
-9% -$56.5K ﹤0.01% 3514
2024
Q3 		$646K Sell
35,977
-12,461
-26% -$216K ﹤0.01% 3395
2024
Q2 		$816K Sell
48,438
-6,463
-12% -$107K ﹤0.01% 3234
2024
Q1 		$911K Sell
54,901
-148,765
-73% -$2.49M ﹤0.01% 3200
2023
Q4 		$3.44M Sell
203,666
-57,772
-22% -$915K ﹤0.01% 2594
2023
Q3 		$4.24M Buy
261,438
+7,667
+3% +$129K ﹤0.01% 2412
2023
Q2 		$4.4M Buy
253,771
+24,471
+11% +$429K ﹤0.01% 2442
2023
Q1 		$4.04M Buy
229,300
+57,445
+33% +$1M ﹤0.01% 2463
2022
Q4 		$2.81M Buy
171,855
+154,685
+901% +$2.54M ﹤0.01% 2650
2022
Q3 		$282K Sell
17,170
-23,435
-58% -$420K ﹤0.01% 3601
2022
Q2 		$726K Sell
40,605
-217,448
-84% -$3.85M ﹤0.01% 3250
2022
Q1 		$4.93M Buy
258,053
+44,921
+21% +$908K ﹤0.01% 2435
2021
Q4 		$4.69M Buy
213,132
+49,539
+30% +$1.13M ﹤0.01% 2504
2021
Q3 		$3.87M Buy
163,593
+18,198
+13% +$419K ﹤0.01% 2559
2021
Q2 		$3.27M Buy
145,395
+7,891
+6% +$178K ﹤0.01% 2704
2021
Q1 		$3.09M Buy
137,504
+1,594
+1% +$34.1K ﹤0.01% 2672
2020
Q4 		$2.78M Sell
135,910
-7,316
-5% -$150K ﹤0.01% 2628
2020
Q3 		$2.87M Buy
143,226
+8,999
+7% +$183K ﹤0.01% 2456
2020
Q2 		$2.64M Buy
134,227
+21,485
+19% +$404K ﹤0.01% 2459
2020
Q1 		$2.2M Buy
112,742
+31,467
+39% +$674K ﹤0.01% 2421
2019
Q4 		$1.76M Buy
81,275
+44,721
+122% +$1.01M ﹤0.01% 2788
2019
Q3 		$825K Buy
36,554
+2,736
+8% +$62.7K ﹤0.01% 3098
2019
Q2 		$770K Sell
33,818
-2,762
-8% -$61.6K ﹤0.01% 3160
2019
Q1 		$773K Sell
36,580
-2,554
-7% -$53K ﹤0.01% 3136
2018
Q4 		$727K Sell
39,134
-16,169
-29% -$322K ﹤0.01% 3061
2018
Q3 		$1.19M Buy
55,303
+18,338
+50% +$394K ﹤0.01% 3008
2018
Q2 		$756K Buy
36,965
+15,005
+68% +$306K ﹤0.01% 3103
2018
Q1 		$454K Sell
21,960
-422
-2% -$9.06K ﹤0.01% 3239
2017
Q4 		$504K Buy
22,382
+5,704
+34% +$129K ﹤0.01% 3209
2017
Q3 		$378K Hold
16,678
– – ﹤0.01% 3311
2017
Q2 		$365K Buy
16,678
+2,983
+22% +$65.4K ﹤0.01% 3351
2017
Q1 		$295K Buy
+13,695
New +$292K ﹤0.01% 3348
2013
Q4 		– Sell
-2,109
Closed -$40K – 5217
2013
Q3 		$40K Buy
2,109
+1,247
+145% +$23.1K ﹤0.01% 3943
2013
Q2 		$17K Buy
+862
New +$18.4K ﹤0.01% 4391

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise's EOT Position: Q1 2026 in Review

Ameriprise reduced its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 7.3% in Q1 2026, selling an estimated $35.2K and leaving 25,778 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #3634.

Ameriprise first reported a position in EOT in Q2 2013 and has held it in 39 quarters since. The position peaked at $4.93M in Q1 2022. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

  • Ameriprise held 25,778 shares of Eaton Vance National Municipal Opportunities Trust worth $441K as of Q1 2026.
  • Ameriprise sold 2,019 Eaton Vance National Municipal Opportunities Trust shares in Q1 2026, an estimated $35.2K.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3634 holding.
  • Ameriprise first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2013 and has held it in 39 quarters since.
  • Ameriprise's Eaton Vance National Municipal Opportunities Trust position peaked at $4.93M in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.