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 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

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

Melfa Wealth Management's EOT Position: Q1 2026 in Review

Melfa Wealth Management reduced its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 3.1% in Q1 2026, selling an estimated $43.9K and leaving 79,402 shares worth $1.36M. The position accounts for 0.78% of the portfolio, ranked #33.

Melfa Wealth Management first reported a position in EOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.69M in Q1 2023. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

Melfa Wealth Management held 79,402 shares of Eaton Vance National Municipal Opportunities Trust worth $1.36M as of Q1 2026.
Melfa Wealth Management sold 2,518 Eaton Vance National Municipal Opportunities Trust shares in Q1 2026, an estimated $43.9K.
Eaton Vance National Municipal Opportunities Trust made up 0.78% of Melfa Wealth Management's portfolio in Q1 2026, its #33 holding.
Melfa Wealth Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2022 and has held it in 14 quarters since.
Melfa Wealth Management's Eaton Vance National Municipal Opportunities Trust position peaked at $1.69M in Q1 2023.
47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.