Retirement Planning Group (Kansas)’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Retirement Planning Group (Kansas)’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 Q3	–	Sell	-89,754	Closed	-$1.46M	–	411
2025 Q2	$1.46M	Hold	89,754	–	–	0.06%	113
2025 Q1	$1.49M	Hold	89,754	–	–	0.07%	98
2024 Q4	$1.48M	Hold	89,754	–	–	0.07%	101
2024 Q3	$1.61M	Hold	89,754	–	–	0.09%	95
2024 Q2	$1.51M	Hold	89,754	–	–	0.1%	82
2024 Q1	$1.49M	Hold	89,754	–	–	0.11%	74
2023 Q4	$1.52M	Buy	+89,754	New	+$1.42M	0.14%	56

Other funds holding EOT

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Planning Group (Kansas)'s EOT Position: Q3 2025 in Review

Retirement Planning Group (Kansas) sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2025, closing a stake of 89,754 shares — an estimated $1.46M sold.

Retirement Planning Group (Kansas) first reported a position in EOT in Q4 2023 and held it in 7 quarters. The position peaked at $1.61M in Q3 2024. 46 funds tracked by Wall St. Rank hold EOT as of Q3 2025.

Retirement Planning Group (Kansas) reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2025 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 89,754 Eaton Vance National Municipal Opportunities Trust shares in Q3 2025, an estimated $1.46M.
Retirement Planning Group (Kansas) first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2023 and held it in 7 quarters.
Retirement Planning Group (Kansas)'s Eaton Vance National Municipal Opportunities Trust position peaked at $1.61M in Q3 2024.
46 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2025, filed 27 Oct 2025.