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

Creative 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	$201K	Hold	11,382	–	–	﹤0.01%	3873
2026 Q1	$195K	Hold	11,382	–	–	﹤0.01%	3746
2025 Q4	$192K	Sell	11,382 -500	-4%	-$8.35K	﹤0.01%	3568
2025 Q3	$198K	Hold	11,882	–	–	﹤0.01%	3495
2025 Q2	$193K	Hold	11,882	–	–	﹤0.01%	3238
2025 Q1	$198K	Hold	11,882	–	–	﹤0.01%	3077
2024 Q4	$196K	Hold	11,882	–	–	﹤0.01%	2978
2024 Q3	$213K	Hold	11,882	–	–	﹤0.01%	2784
2024 Q2	$200K	Hold	11,882	–	–	﹤0.01%	2673
2024 Q1	$197K	Hold	11,882	–	–	﹤0.01%	2571
2023 Q4	$201K	Hold	11,882	–	–	﹤0.01%	2432
2023 Q3	$193K	Hold	11,882	–	–	﹤0.01%	2252
2023 Q2	$206K	Buy	11,882 +500	+4%	+$8.78K	﹤0.01%	2194
2023 Q1	$201K	Buy	+11,382	New	+$199K	﹤0.01%	2122
2017 Q3	–	Sell	-3,802	Closed	-$83K	–	2415
2017 Q2	$83K	Hold	3,802	–	–	﹤0.01%	2126
2017 Q1	$82K	Hold	3,802	–	–	﹤0.01%	2086
2016 Q4	$79K	Hold	3,802	–	–	﹤0.01%	2026
2016 Q3	$89K	Hold	3,802	–	–	﹤0.01%	1926
2016 Q2	$88K	Hold	3,802	–	–	﹤0.01%	1751
2016 Q1	$85K	Buy	3,802 +1,241	+48%	+$27.2K	﹤0.01%	1724
2015 Q4	$55K	Hold	2,561	–	–	﹤0.01%	2039
2015 Q3	$53K	Buy	+2,561	New	+$52K	﹤0.01%	2001
2015 Q2	–	Sell	-2,561	Closed	-$54K	–	1652
2015 Q1	$54K	Hold	2,561	–	–	﹤0.01%	1976
2014 Q4	$54K	Buy	2,561 +2,061	+412%	+$42K	﹤0.01%	1964
2014 Q3	$10K	Hold	500	–	–	﹤0.01%	2933
2014 Q2	$10K	Hold	500	–	–	﹤0.01%	2864
2014 Q1	$10K	Hold	500	–	–	﹤0.01%	2747
2013 Q4	$9K	Hold	500	–	–	﹤0.01%	2604
2013 Q3	$9K	Sell	500 -1,500	-75%	-$27.7K	﹤0.01%	2498
2013 Q2	$39K	Buy	+2,000	New	+$42.6K	﹤0.01%	1510

Other funds holding EOT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Creative Planning's EOT Position: Q2 2026 in Review

Creative Planning held its Eaton Vance National Municipal Opportunities Trust (EOT) position steady in Q2 2026 at 11,382 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #3873.

Creative Planning first reported a position in EOT in Q2 2013 and has held it in 30 quarters since. The position peaked at $213K in Q3 2024. 52 funds tracked by Wall St. Rank hold EOT as of Q2 2026.

Creative Planning held 11,382 shares of Eaton Vance National Municipal Opportunities Trust worth $201K as of Q2 2026.
Creative 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 Creative Planning's portfolio in Q2 2026, its #3873 holding.
Creative Planning first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2013 and has held it in 30 quarters since.
Creative Planning's Eaton Vance National Municipal Opportunities Trust position peaked at $213K in Q3 2024.
52 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.