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 Q3	$1.01M	Buy	57,200 +16,017	+39%	+$271K	0.15%	147
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $437M AUM 35.92% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Formidable Asset Management's EOT Position: Q3 2026 in Review

Formidable Asset Management increased its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 39% in Q3 2026, buying an estimated $271K and bringing the position to 57,200 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #147.

Formidable Asset Management first reported a position in EOT in Q1 2025 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold EOT as of Q3 2026.

Formidable Asset Management held 57,200 shares of Eaton Vance National Municipal Opportunities Trust worth $1.01M as of Q3 2026.
Formidable Asset Management bought 16,017 Eaton Vance National Municipal Opportunities Trust shares in Q3 2026, an estimated $271K.
Eaton Vance National Municipal Opportunities Trust made up 0.15% of Formidable Asset Management's portfolio in Q3 2026, its #147 holding.
Formidable Asset Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2025 and has held it in 7 quarters since.
23 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.