PFS
EOT

Prospera Financial Services’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Prospera Financial Services’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
-10,041
Closed -$167K – 1328
2025
Q1 		$167K Sell
10,041
-1,650
-14% -$27.7K ﹤0.01% 1126
2024
Q4 		$192K Sell
11,691
-2,325
-17% -$40.4K ﹤0.01% 1092
2024
Q3 		$252K Buy
14,016
+237
+2% +$4.1K 0.01% 991
2024
Q2 		$232K Sell
13,779
-12,536
-48% -$207K 0.01% 1015
2024
Q1 		$437K Sell
26,315
-140
-0.5% -$2.35K 0.01% 748
2023
Q4 		$448K Buy
26,455
+5,418
+26% +$85.8K 0.01% 705
2023
Q3 		$341K Sell
21,037
-2,491
-11% -$41.9K 0.01% 756
2023
Q2 		$409K Sell
23,528
-1,000
-4% -$17.6K 0.02% 677
2023
Q1 		$434K Buy
24,528
+1,343
+6% +$23.5K 0.02% 655
2022
Q4 		$381K Sell
23,185
-6,709
-22% -$110K 0.02% 614
2022
Q3 		$492K Buy
29,894
+4,155
+16% +$74.4K 0.03% 525
2022
Q2 		$461K Buy
25,739
+497
+2% +$8.79K 0.02% 538
2022
Q1 		$481K Buy
25,242
+1,289
+5% +$26.1K 0.02% 607
2021
Q4 		$529K Buy
23,953
+2,100
+10% +$48K 0.02% 558
2021
Q3 		$517K Buy
21,853
+400
+2% +$9.21K 0.03% 529
2021
Q2 		$484K Buy
21,453
+4,694
+28% +$106K 0.02% 541
2021
Q1 		$377K Buy
16,759
+897
+6% +$19.2K 0.02% 558
2020
Q4 		$325K Buy
+15,862
New +$326K 0.02% 517

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

Prospera Financial Services's EOT Position: Q2 2025 in Review

Prospera Financial Services sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2025, closing a stake of 10,041 shares — an estimated $167K sold.

Prospera Financial Services first reported a position in EOT in Q4 2020 and held it in 18 quarters. The position peaked at $529K in Q4 2021. 47 funds tracked by Wall St. Rank hold EOT as of Q2 2025.

  • Prospera Financial Services reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • Prospera Financial Services sold 10,041 Eaton Vance National Municipal Opportunities Trust shares in Q2 2025, an estimated $167K.
  • Prospera Financial Services first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2020 and held it in 18 quarters.
  • Prospera Financial Services's Eaton Vance National Municipal Opportunities Trust position peaked at $529K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2025.

Based on Prospera Financial Services's 13F filing for Q2 2025, filed 6 Aug 2025.