LFS
EOT

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
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 $3.5B AUM 41.95% 1-Year Est. Return
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
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

Legacy Financial Strategies's EOT Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 9.4% in Q2 2026, selling an estimated $48.9K and leaving 27,684 shares worth $488K. The position accounts for 0.08% of the portfolio, ranked #89.

Legacy Financial Strategies first reported a position in EOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $566K in Q4 2024. 10 funds tracked by Wall St. Rank hold EOT as of Q2 2026.

  • Legacy Financial Strategies held 27,684 shares of Eaton Vance National Municipal Opportunities Trust worth $488K as of Q2 2026.
  • Legacy Financial Strategies sold 2,863 Eaton Vance National Municipal Opportunities Trust shares in Q2 2026, an estimated $48.9K.
  • Eaton Vance National Municipal Opportunities Trust made up 0.08% of Legacy Financial Strategies's portfolio in Q2 2026, its #89 holding.
  • Legacy Financial Strategies first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2023 and has held it in 12 quarters since.
  • Legacy Financial Strategies's Eaton Vance National Municipal Opportunities Trust position peaked at $566K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.