NewEdge Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

NewEdge Advisors’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	$302K	Sell	17,630 -2,000	-10%	-$34.9K	﹤0.01%	2334
2025 Q4	$332K	Buy	19,630 +1,000	+5%	+$16.7K	﹤0.01%	2246
2025 Q3	$310K	Sell	18,630 -4,000	-18%	-$65.4K	﹤0.01%	2151
2025 Q2	$368K	Buy	22,630 +6,000	+36%	+$97.9K	﹤0.01%	1889
2025 Q1	$277K	Buy	+16,630	New	+$279K	﹤0.01%	1948
2021 Q1	–	Sell	-12,957	Closed	-$265K	–	1055
2020 Q4	$265K	Sell	12,957 -1,500	-10%	-$30.8K	0.01%	798
2020 Q3	$290K	Hold	14,457	–	–	0.01%	720
2020 Q2	$284K	Buy	14,457 +2,000	+16%	+$37.6K	0.01%	686
2020 Q1	$243K	Hold	12,457	–	–	0.01%	661
2019 Q4	$269K	Hold	12,457	–	–	0.01%	687
2019 Q3	$281K	Hold	12,457	–	–	0.01%	654
2019 Q2	$284K	Hold	12,457	–	–	0.02%	537
2019 Q1	$263K	Hold	12,457	–	–	0.02%	554
2018 Q4	$231	Hold	12,457	–	–	0.01%	552
2018 Q3	$268K	Buy	+12,457	New	+$268K	0.02%	526

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

NewEdge Advisors's EOT Position: Q1 2026 in Review

NewEdge Advisors reduced its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 10% in Q1 2026, selling an estimated $34.9K and leaving 17,630 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

NewEdge Advisors first reported a position in EOT in Q3 2018 and has held it in 15 quarters since. The position peaked at $368K in Q2 2025. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

NewEdge Advisors held 17,630 shares of Eaton Vance National Municipal Opportunities Trust worth $302K as of Q1 2026.
NewEdge Advisors sold 2,000 Eaton Vance National Municipal Opportunities Trust shares in Q1 2026, an estimated $34.9K.
Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2334 holding.
NewEdge Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2018 and has held it in 15 quarters since.
NewEdge Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $368K in Q2 2025.
47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.