PWA
EOT

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

Provenance Wealth 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
2025
Q1 		– Sell
-463
Closed -$7.62K – 552
2024
Q4 		$7.62K Hold
463
– – ﹤0.01% 335
2024
Q3 		$8.31K Buy
+463
New +$8.02K ﹤0.01% 352

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Provenance Wealth Advisors's EOT Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2025, closing a stake of 463 shares — an estimated $7.62K sold.

Provenance Wealth Advisors first reported a position in EOT in Q3 2024 and held it in 2 quarters. The position peaked at $8.31K in Q3 2024. 46 funds tracked by Wall St. Rank hold EOT as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 463 Eaton Vance National Municipal Opportunities Trust shares in Q1 2025, an estimated $7.62K.
  • Provenance Wealth Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2024 and held it in 2 quarters.
  • Provenance Wealth Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $8.31K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.