OWP
EOT

ORG Wealth Partners’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

ORG Wealth Partners’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 		$10.5K Hold
612
– – ﹤0.01% 499
2025
Q4 		$10.3K Hold
612
– – ﹤0.01% 468
2025
Q3 		$10.2K Hold
612
– – ﹤0.01% 468
2025
Q2 		$10K Hold
612
– – ﹤0.01% 495
2025
Q1 		$10.3K Hold
612
– – ﹤0.01% 533
2024
Q4 		$10.1K Hold
612
– – ﹤0.01% 378
2024
Q3 		$11K Buy
+612
New +$10.6K ﹤0.01% 369

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GC
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ORG Wealth Partners's EOT Position: Q1 2026 in Review

ORG Wealth Partners held its Eaton Vance National Municipal Opportunities Trust (EOT) position steady in Q1 2026 at 612 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

ORG Wealth Partners first reported a position in EOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $11K in Q3 2024. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

  • ORG Wealth Partners held 612 shares of Eaton Vance National Municipal Opportunities Trust worth $10.5K as of Q1 2026.
  • ORG Wealth Partners left its Eaton Vance National Municipal Opportunities Trust share count unchanged in Q1 2026.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #499 holding.
  • ORG Wealth Partners first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Eaton Vance National Municipal Opportunities Trust position peaked at $11K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.