HWAM
EOT

Hennion & Walsh Asset Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Hennion & Walsh 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 		$4.39M Buy
249,178
+20,523
+9% +$351K 0.13% 211
2026
Q1 		$3.91M Sell
228,655
-75
-0% -$1.31K 0.13% 201
2025
Q4 		$3.87M Sell
228,730
-112,358
-33% -$1.88M 0.13% 193
2025
Q3 		$5.68M Buy
341,088
+4,638
+1% +$75.8K 0.21% 119
2025
Q2 		$5.46M Buy
336,450
+35,153
+12% +$573K 0.22% 98
2025
Q1 		$5.02M Buy
301,297
+114,219
+61% +$1.92M 0.22% 96
2024
Q4 		$3.08M Buy
187,078
+87,298
+87% +$1.52M 0.14% 185
2024
Q3 		$1.79M Sell
99,780
-30,282
-23% -$524K 0.08% 307
2024
Q2 		$2.19M Sell
130,062
-104,111
-44% -$1.72M 0.11% 234
2024
Q1 		$3.88M Buy
234,173
+48,280
+26% +$810K 0.21% 121
2023
Q4 		$3.15M Buy
185,893
+47,624
+34% +$754K 0.18% 156
2023
Q3 		$2.24M Sell
138,269
-1,783
-1% -$30K 0.14% 192
2023
Q2 		$2.43M Sell
140,052
-1,616
-1% -$28.4K 0.14% 187
2023
Q1 		$2.5M Sell
141,668
-2,334
-2% -$40.8K 0.15% 170
2022
Q4 		$2.37M Buy
144,002
+40,054
+39% +$658K 0.15% 179
2022
Q3 		$1.71M Buy
+103,948
New +$1.86M 0.11% 213

Other funds holding EOT

MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 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

Hennion & Walsh Asset Management's EOT Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 9% in Q2 2026, buying an estimated $351K and bringing the position to 249,178 shares worth $4.39M. The position accounts for 0.13% of the portfolio, ranked #211.

Hennion & Walsh Asset Management first reported a position in EOT in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.68M in Q3 2025. 10 funds tracked by Wall St. Rank hold EOT as of Q2 2026.

  • Hennion & Walsh Asset Management held 249,178 shares of Eaton Vance National Municipal Opportunities Trust worth $4.39M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 20,523 Eaton Vance National Municipal Opportunities Trust shares in Q2 2026, an estimated $351K.
  • Eaton Vance National Municipal Opportunities Trust made up 0.13% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #211 holding.
  • Hennion & Walsh Asset Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2022 and has held it in 16 quarters since.
  • Hennion & Walsh Asset Management's Eaton Vance National Municipal Opportunities Trust position peaked at $5.68M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.