Kestra Advisory Services’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Kestra Advisory Services’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	–	Sell	-2,432	Closed	-$41.1K	–	3482
2025 Q4	$41.1K	Buy	+2,432	New	+$40.6K	﹤0.01%	4071
2021 Q4	–	Sell	-64,942	Closed	-$1.54M	–	2065
2021 Q3	$1.54M	Sell	64,942 -11,572	-15%	-$267K	0.02%	811
2021 Q2	$1.73M	Buy	76,514 +208	+0.3%	+$4.68K	0.02%	702
2021 Q1	$1.72M	Sell	76,306 -27,604	-27%	-$591K	0.02%	650
2020 Q4	$2.13M	Buy	103,910 +23,070	+29%	+$474K	0.02%	582
2020 Q3	$1.62M	Buy	+80,840	New	+$1.64M	0.03%	482

Other funds holding EOT

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services's EOT Position: Q1 2026 in Review

Kestra Advisory Services sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2026, closing a stake of 2,432 shares — an estimated $41.1K sold.

Kestra Advisory Services first reported a position in EOT in Q3 2020 and held it in 6 quarters. The position peaked at $2.13M in Q4 2020. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

Kestra Advisory Services reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,432 Eaton Vance National Municipal Opportunities Trust shares in Q1 2026, an estimated $41.1K.
Kestra Advisory Services first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2020 and held it in 6 quarters.
Kestra Advisory Services's Eaton Vance National Municipal Opportunities Trust position peaked at $2.13M in Q4 2020.
47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.