Concurrent Investment Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Concurrent Investment Advisors’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	$455K	Hold	26,549	–	–	﹤0.01%	1261
2025 Q4	$449K	Hold	26,549	–	–	0.01%	1196
2025 Q3	$442K	Hold	26,549	–	–	0.01%	964
2025 Q2	$431K	Buy	26,549 +8,765	+49%	+$143K	0.01%	907
2025 Q1	$296K	Buy	17,784 +456	+3%	+$7.66K	0.01%	930
2024 Q4	$285K	Buy	+17,328	New	+$301K	0.01%	849

Other funds holding EOT

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concurrent Investment Advisors's EOT Position: Q1 2026 in Review

Concurrent Investment Advisors held its Eaton Vance National Municipal Opportunities Trust (EOT) position steady in Q1 2026 at 26,549 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Concurrent Investment Advisors first reported a position in EOT in Q4 2024 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

Concurrent Investment Advisors held 26,549 shares of Eaton Vance National Municipal Opportunities Trust worth $455K as of Q1 2026.
Concurrent Investment Advisors left its Eaton Vance National Municipal Opportunities Trust share count unchanged in Q1 2026.
Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1261 holding.
Concurrent Investment Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2024 and has held it in 6 quarters since.
47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.