IFWM
EOT

Institute for Wealth Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Institute for Wealth 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 		$10.6K Buy
+600
New +$10.2K ﹤0.01% 1306

Other funds holding EOT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Institute for Wealth Management's EOT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2026: 600 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1306 among its holdings.

23 funds tracked by Wall St. Rank hold EOT as of Q2 2026.

  • Institute for Wealth Management held 600 shares of Eaton Vance National Municipal Opportunities Trust worth $10.6K as of Q2 2026.
  • Eaton Vance National Municipal Opportunities Trust was a new Institute for Wealth Management position in Q2 2026.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1306 holding.
  • 23 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.