CFFP
EOT

Center for Financial Planning’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Center for Financial Planning’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 		$35.2K Hold
2,000
– – ﹤0.01% 367
2026
Q1 		$34.2K Hold
2,000
– – ﹤0.01% 356
2025
Q4 		$33.8K Sell
2,000
-4,000
-67% -$66.8K ﹤0.01% 348
2025
Q3 		$99.8K Buy
+6,000
New +$98.1K 0.01% 229

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
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

Center for Financial Planning's EOT Position: Q2 2026 in Review

Center for Financial Planning held its Eaton Vance National Municipal Opportunities Trust (EOT) position steady in Q2 2026 at 2,000 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Center for Financial Planning first reported a position in EOT in Q3 2025 and has held it in 4 quarters since. The position peaked at $99.8K in Q3 2025. 10 funds tracked by Wall St. Rank hold EOT as of Q2 2026.

  • Center for Financial Planning held 2,000 shares of Eaton Vance National Municipal Opportunities Trust worth $35.2K as of Q2 2026.
  • Center for Financial Planning 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 Center for Financial Planning's portfolio in Q2 2026, its #367 holding.
  • Center for Financial Planning first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2025 and has held it in 4 quarters since.
  • Center for Financial Planning's Eaton Vance National Municipal Opportunities Trust position peaked at $99.8K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.