Legacy Financial Strategies’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Legacy Financial Strategies’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	$425K	Hold	27,684	–	–	0.07%	93
2026 Q2	$488K	Sell	27,684 -2,863	-9%	-$48.9K	0.08%	89
2026 Q1	$523K	Hold	30,547	–	–	0.09%	81
2025 Q4	$517K	Hold	30,547	–	–	0.09%	79
2025 Q3	$508K	Hold	30,547	–	–	0.09%	79
2025 Q2	$496K	Sell	30,547 -1,741	-5%	-$28.4K	0.1%	78
2025 Q1	$538K	Sell	32,288 -1,702	-5%	-$28.6K	0.12%	68
2024 Q4	$566K	Buy	33,990 +10,704	+46%	+$186K	0.12%	68
2024 Q3	$418K	Buy	23,286 +13	+0.1%	+$225	0.09%	71
2024 Q2	$391K	Buy	23,273 +12	+0.1%	+$198	0.09%	66
2024 Q1	$386K	Buy	23,261 +202	+0.9%	+$3.39K	0.1%	64
2023 Q4	$390K	Buy	23,059 +10,692	+86%	+$169K	0.11%	59
2023 Q3	$194K	Buy	+12,367	New	+$208K	0.06%	71

Other funds holding EOT

HWAM

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Financial Strategies's EOT Position: Q3 2026 in Review

Legacy Financial Strategies held its Eaton Vance National Municipal Opportunities Trust (EOT) position steady in Q3 2026 at 27,684 shares worth $425K. The position accounts for 0.07% of the portfolio, ranked #93.

Legacy Financial Strategies first reported a position in EOT in Q3 2023 and has held it in 13 quarters since. The position peaked at $566K in Q4 2024. 3 funds tracked by Wall St. Rank hold EOT as of Q3 2026.

Legacy Financial Strategies held 27,684 shares of Eaton Vance National Municipal Opportunities Trust worth $425K as of Q3 2026.
Legacy Financial Strategies left its Eaton Vance National Municipal Opportunities Trust share count unchanged in Q3 2026.
Eaton Vance National Municipal Opportunities Trust made up 0.07% of Legacy Financial Strategies's portfolio in Q3 2026, its #93 holding.
Legacy Financial Strategies first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2023 and has held it in 13 quarters since.
Legacy Financial Strategies's Eaton Vance National Municipal Opportunities Trust position peaked at $566K in Q4 2024.
3 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.