Pathstone Holdings
EOT

Pathstone Holdings’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Pathstone Holdings’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
2025
Q2 		– Sell
-25,857
Closed -$436K – 2228
2025
Q1 		$436K Buy
+25,857
New +$434K ﹤0.01% 1778

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings's EOT Position: Q2 2025 in Review

Pathstone Holdings sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2025, closing a stake of 25,857 shares — an estimated $436K sold.

Pathstone Holdings first reported a position in EOT in Q1 2025 and held it in 1 quarter. The position peaked at $436K in Q1 2025. 47 funds tracked by Wall St. Rank hold EOT as of Q2 2025.

  • Pathstone Holdings reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • Pathstone Holdings sold 25,857 Eaton Vance National Municipal Opportunities Trust shares in Q2 2025, an estimated $436K.
  • Pathstone Holdings first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2025 and held it in 1 quarter.
  • Pathstone Holdings's Eaton Vance National Municipal Opportunities Trust position peaked at $436K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2025.

Based on Pathstone Holdings's 13F filing for Q2 2025, filed 12 Aug 2025.