Sonora Investment Management Group’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Sonora Investment Management Group’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	-13,500	Closed	-$219K	–	310
2025 Q2	$219K	Hold	13,500	–	–	0.02%	255
2025 Q1	$225K	Hold	13,500	–	–	0.02%	249
2024 Q4	$222K	Hold	13,500	–	–	0.02%	251
2024 Q3	$242K	Hold	13,500	–	–	0.02%	243
2024 Q2	$224K	Hold	13,500	–	–	0.02%	252
2024 Q1	$224K	Hold	13,500	–	–	0.02%	253
2023 Q4	$228K	Buy	+13,500	New	+$214K	0.02%	236

Other funds holding EOT

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sonora Investment Management Group's EOT Position: Q3 2025 in Review

Sonora Investment Management Group sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2025, closing a stake of 13,500 shares — an estimated $219K sold.

Sonora Investment Management Group first reported a position in EOT in Q4 2023 and held it in 7 quarters. The position peaked at $242K in Q3 2024. 46 funds tracked by Wall St. Rank hold EOT as of Q3 2025.

Sonora Investment Management Group reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2025 after selling out during the quarter.
Sonora Investment Management Group sold 13,500 Eaton Vance National Municipal Opportunities Trust shares in Q3 2025, an estimated $219K.
Sonora Investment Management Group first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2023 and held it in 7 quarters.
Sonora Investment Management Group's Eaton Vance National Municipal Opportunities Trust position peaked at $242K in Q3 2024.
46 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.