KMWM
EOT

Keudell/Morrison Wealth Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Keudell/Morrison 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 		$220K Buy
+12,459
New +$213K 0.04% 244
2025
Q2 		$355K Buy
21,851
+11,201
+105% +$183K 0.08% 153
2025
Q1 		$177K Sell
10,650
-1,250
-11% -$21K 0.04% 212
2024
Q4 		$196K Sell
11,900
-295
-2% -$5.13K 0.05% 215
2024
Q3 		$219K Sell
12,195
-7,071
-37% -$122K 0.06% 199
2024
Q2 		$324K Sell
19,266
-2,544
-12% -$42K 0.09% 150
2024
Q1 		$362K Buy
21,810
+1,404
+7% +$23.5K 0.11% 141
2023
Q4 		$345K Sell
20,406
-13,638
-40% -$216K 0.11% 137
2023
Q3 		$552K Sell
34,044
-1,798
-5% -$30.2K 0.17% 90
2023
Q2 		$622K Sell
35,842
-1,311
-4% -$23K 0.18% 87
2023
Q1 		$656K Buy
37,153
+3
+0% +$52 0.19% 85
2022
Q4 		$610K Buy
37,150
+21,465
+137% +$353K 0.2% 87
2022
Q3 		$258K Buy
15,685
+3,983
+34% +$71.4K 0.1% 150
2022
Q2 		$209K Buy
+11,702
New +$207K 0.08% 163

Other funds holding EOT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Keudell/Morrison Wealth Management's EOT Position: Q2 2026 in Review

Keudell/Morrison Wealth Management opened a new position in Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2026: 12,459 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #244 among its holdings. This is a return to the name: Keudell/Morrison Wealth Management previously reported a position in EOT as recently as Q2 2025.

Keudell/Morrison Wealth Management first reported a position in EOT in Q2 2022 and has held it in 14 quarters since. The position peaked at $656K in Q1 2023. 6 funds tracked by Wall St. Rank hold EOT as of Q2 2026.

  • Keudell/Morrison Wealth Management held 12,459 shares of Eaton Vance National Municipal Opportunities Trust worth $220K as of Q2 2026.
  • Eaton Vance National Municipal Opportunities Trust was a new Keudell/Morrison Wealth Management position in Q2 2026.
  • Eaton Vance National Municipal Opportunities Trust made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Keudell/Morrison Wealth Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2022 and has held it in 14 quarters since.
  • Keudell/Morrison Wealth Management's Eaton Vance National Municipal Opportunities Trust position peaked at $656K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.