BEI
EOT

Benjamin Edwards Inc’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Benjamin Edwards Inc’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
Q2 		$397K Hold
22,538
– – ﹤0.01% 1133
2026
Q1 		$386K Hold
22,538
– – ﹤0.01% 1077
2025
Q4 		$381K Hold
22,538
– – ﹤0.01% 1034
2025
Q3 		$375K Hold
22,538
– – ﹤0.01% 1020
2025
Q2 		$366K Buy
22,538
+9,766
+76% +$159K ﹤0.01% 946
2025
Q1 		$213K Sell
12,772
-2,534
-17% -$42.6K ﹤0.01% 1032
2024
Q4 		$252K Buy
+15,306
New +$266K ﹤0.01% 1020

Other funds holding EOT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Benjamin Edwards Inc's EOT Position: Q2 2026 in Review

Benjamin Edwards Inc held its Eaton Vance National Municipal Opportunities Trust (EOT) position steady in Q2 2026 at 22,538 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Benjamin Edwards Inc first reported a position in EOT in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold EOT as of Q2 2026.

  • Benjamin Edwards Inc held 22,538 shares of Eaton Vance National Municipal Opportunities Trust worth $397K as of Q2 2026.
  • Benjamin Edwards Inc left its Eaton Vance National Municipal Opportunities Trust share count unchanged in Q2 2026.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1133 holding.
  • Benjamin Edwards Inc first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2024 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.