RIL
EOT

Rothschild Investment LLC’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Rothschild Investment LLC’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 		$22.3K Hold
1,300
– – ﹤0.01% 1377
2025
Q4 		$22K Hold
1,300
– – ﹤0.01% 1291
2025
Q3 		$21.6K Sell
1,300
-5,500
-81% -$89.9K ﹤0.01% 1212
2025
Q2 		$110K Hold
6,800
– – 0.01% 621
2025
Q1 		$113K Hold
6,800
– – 0.01% 605
2024
Q4 		$112K Hold
6,800
– – 0.01% 613
2024
Q3 		$122K Hold
6,800
– – 0.01% 611
2024
Q2 		$115K Hold
6,800
– – 0.01% 597
2024
Q1 		$113K Hold
6,800
– – 0.01% 575
2023
Q4 		$115K Buy
+6,800
New +$108K 0.01% 507

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

Rothschild Investment LLC's EOT Position: Q1 2026 in Review

Rothschild Investment LLC held its Eaton Vance National Municipal Opportunities Trust (EOT) position steady in Q1 2026 at 1,300 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Rothschild Investment LLC first reported a position in EOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $122K in Q3 2024. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

  • Rothschild Investment LLC held 1,300 shares of Eaton Vance National Municipal Opportunities Trust worth $22.3K as of Q1 2026.
  • Rothschild Investment LLC left its Eaton Vance National Municipal Opportunities Trust share count unchanged in Q1 2026.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1377 holding.
  • Rothschild Investment LLC first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2023 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Eaton Vance National Municipal Opportunities Trust position peaked at $122K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.