SA
EOT

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

Sanctuary 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
Q2 		– Sell
-10,530
Closed -$175K – 2377
2025
Q1 		$175K Hold
10,530
– – ﹤0.01% 2062
2024
Q4 		$176K Hold
10,530
– – ﹤0.01% 2270
2024
Q3 		$180K Hold
10,530
– – ﹤0.01% 2245
2024
Q2 		$171K Buy
+10,530
New +$174K ﹤0.01% 2203

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

Sanctuary Advisors's EOT Position: Q2 2025 in Review

Sanctuary Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2025, closing a stake of 10,530 shares — an estimated $175K sold.

Sanctuary Advisors first reported a position in EOT in Q2 2024 and held it in 4 quarters. The position peaked at $180K in Q3 2024. 47 funds tracked by Wall St. Rank hold EOT as of Q2 2025.

  • Sanctuary Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 10,530 Eaton Vance National Municipal Opportunities Trust shares in Q2 2025, an estimated $175K.
  • Sanctuary Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2024 and held it in 4 quarters.
  • Sanctuary Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $180K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2025.

Based on Sanctuary Advisors's 13F filing for Q2 2025, filed 6 Jan 2026.