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

Melfa 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	$1.31M	Sell	74,197 -5,205	-7%	-$88.9K	0.7%	34
2026 Q1	$1.36M	Sell	79,402 -2,518	-3%	-$43.9K	0.78%	33
2025 Q4	$1.39M	Sell	81,920 -4,131	-5%	-$69K	0.8%	30
2025 Q3	$1.43M	Hold	86,051	–	–	0.84%	28
2025 Q2	$1.4M	Hold	86,051	–	–	0.88%	27
2025 Q1	$1.43M	Hold	86,051	–	–	0.97%	24
2024 Q4	$1.42M	Sell	86,051 -4,500	-5%	-$78.3K	0.95%	23
2024 Q3	$1.63M	Sell	90,551 -1,569	-2%	-$27.2K	1.07%	22
2024 Q2	$1.55M	Buy	92,120 +4,954	+6%	+$81.8K	1.08%	22
2024 Q1	$1.45M	Buy	87,166 +57	+0.1%	+$956	1.04%	22
2023 Q4	$1.47M	Buy	87,109 +70	+0.1%	+$1.11K	1.39%	18
2023 Q3	$1.41M	Sell	87,039 -3,340	-4%	-$56.2K	1.53%	16
2023 Q2	$1.57M	Sell	90,379 -5,407	-6%	-$94.9K	1.59%	16
2023 Q1	$1.69M	Buy	95,786 +139	+0.1%	+$2.43K	1.69%	16
2022 Q4	$1.57M	Buy	+95,647	New	+$1.57M	1.64%	15

Other funds holding EOT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Melfa Wealth Management's EOT Position: Q2 2026 in Review

Melfa Wealth Management reduced its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 6.6% in Q2 2026, selling an estimated $88.9K and leaving 74,197 shares worth $1.31M. The position accounts for 0.7% of the portfolio, ranked #34.

Melfa Wealth Management first reported a position in EOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.69M in Q1 2023. 53 funds tracked by Wall St. Rank hold EOT as of Q2 2026.

Melfa Wealth Management held 74,197 shares of Eaton Vance National Municipal Opportunities Trust worth $1.31M as of Q2 2026.
Melfa Wealth Management sold 5,205 Eaton Vance National Municipal Opportunities Trust shares in Q2 2026, an estimated $88.9K.
Eaton Vance National Municipal Opportunities Trust made up 0.7% of Melfa Wealth Management's portfolio in Q2 2026, its #34 holding.
Melfa Wealth Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Eaton Vance National Municipal Opportunities Trust position peaked at $1.69M in Q1 2023.
53 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.