RIA
EOT

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

Regal Investment 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 		$526K Buy
30,702
+4,281
+16% +$74.6K 0.03% 418
2025
Q4 		$447K Buy
26,421
+1,003
+4% +$16.8K 0.03% 445
2025
Q3 		$423K Buy
25,418
+3,951
+18% +$64.6K 0.03% 408
2025
Q2 		$349K Buy
+21,467
New +$350K 0.03% 392

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

Regal Investment Advisors's EOT Position: Q1 2026 in Review

Regal Investment Advisors increased its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 16% in Q1 2026, buying an estimated $74.6K and bringing the position to 30,702 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #418.

Regal Investment Advisors first reported a position in EOT in Q2 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

  • Regal Investment Advisors held 30,702 shares of Eaton Vance National Municipal Opportunities Trust worth $526K as of Q1 2026.
  • Regal Investment Advisors bought 4,281 Eaton Vance National Municipal Opportunities Trust shares in Q1 2026, an estimated $74.6K.
  • Eaton Vance National Municipal Opportunities Trust made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #418 holding.
  • Regal Investment Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.