FAM
EOT

Formidable Asset Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Formidable Asset Management’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 		$705K Sell
41,183
-1,500
-4% -$25.6K 0.11% 182
2026
Q1 		$722K Buy
42,683
+11,083
+35% +$193K 0.11% 175
2025
Q4 		$526K Buy
31,600
+9,500
+43% +$159K 0.08% 241
2025
Q3 		$359K Buy
22,100
+1,000
+5% +$16.3K 0.06% 296
2025
Q2 		$351K Hold
21,100
– – 0.06% 289
2025
Q1 		$351K Buy
+21,100
New +$355K 0.06% 289

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
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
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

Formidable Asset Management's EOT Position: Q2 2026 in Review

Formidable Asset Management reduced its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 3.5% in Q2 2026, selling an estimated $25.6K and leaving 41,183 shares worth $705K. The position accounts for 0.11% of the portfolio, ranked #182.

Formidable Asset Management first reported a position in EOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $722K in Q1 2026. 10 funds tracked by Wall St. Rank hold EOT as of Q2 2026.

  • Formidable Asset Management held 41,183 shares of Eaton Vance National Municipal Opportunities Trust worth $705K as of Q2 2026.
  • Formidable Asset Management sold 1,500 Eaton Vance National Municipal Opportunities Trust shares in Q2 2026, an estimated $25.6K.
  • Eaton Vance National Municipal Opportunities Trust made up 0.11% of Formidable Asset Management's portfolio in Q2 2026, its #182 holding.
  • Formidable Asset Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2025 and has held it in 6 quarters since.
  • Formidable Asset Management's Eaton Vance National Municipal Opportunities Trust position peaked at $722K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.