Creative Planning
EOT

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
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

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

Creative Planning's EOT Position: Q1 2026 in Review

Creative Planning held its Eaton Vance National Municipal Opportunities Trust (EOT) position steady in Q1 2026 at 11,382 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #3746.

Creative Planning first reported a position in EOT in Q2 2013 and has held it in 29 quarters since. The position peaked at $213K in Q3 2024. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

  • Creative Planning held 11,382 shares of Eaton Vance National Municipal Opportunities Trust worth $195K as of Q1 2026.
  • Creative Planning 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 Creative Planning's portfolio in Q1 2026, its #3746 holding.
  • Creative Planning first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2013 and has held it in 29 quarters since.
  • Creative Planning's Eaton Vance National Municipal Opportunities Trust position peaked at $213K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.