SPIA
EOT

Steward Partners Investment Advisory’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Steward Partners Investment Advisory’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 		$197K Buy
11,504
+1,459
+15% +$25.4K ﹤0.01% 2025
2025
Q4 		$170K Buy
10,045
+1,947
+24% +$32.5K ﹤0.01% 2001
2025
Q3 		$135K Buy
8,098
+2,412
+42% +$39.4K ﹤0.01% 2069
2025
Q2 		$92.3K Buy
5,686
+2,845
+100% +$46.4K ﹤0.01% 2160
2025
Q1 		$47.3K Buy
2,841
+154
+6% +$2.59K ﹤0.01% 2413
2024
Q4 		$44.2K Sell
2,687
-35
-1% -$609 ﹤0.01% 2404
2024
Q3 		$48.9K Buy
2,722
+153
+6% +$2.65K ﹤0.01% 2247
2024
Q2 		$43.3K Buy
2,569
+7
+0.3% +$116 ﹤0.01% 2175
2024
Q1 		$42.5K Buy
2,562
+14
+0.5% +$235 ﹤0.01% 2194
2023
Q4 		$43.1K Buy
2,548
+80
+3% +$1.27K ﹤0.01% 2059
2023
Q3 		$40K Sell
2,468
-10
-0.4% -$168 ﹤0.01% 2012
2023
Q2 		$43K Sell
2,478
-16
-0.6% -$281 ﹤0.01% 1943
2023
Q1 		$44.1K Buy
2,494
+1,224
+96% +$21.4K ﹤0.01% 1909
2022
Q4 		$20.9K Sell
1,270
-228
-15% -$3.75K ﹤0.01% 2214
2022
Q3 		$25K Sell
1,498
-247
-14% -$4.42K ﹤0.01% 2105
2022
Q2 		$31K Buy
1,745
+7
+0.4% +$124 ﹤0.01% 2014
2022
Q1 		$33K Buy
1,738
+8
+0.5% +$162 ﹤0.01% 2124
2021
Q4 		$38K Buy
1,730
+439
+34% +$10K ﹤0.01% 2034
2021
Q3 		$31K Buy
1,291
+277
+27% +$6.38K ﹤0.01% 2114
2021
Q2 		$23K Buy
1,014
+104
+11% +$2.34K ﹤0.01% 4915
2021
Q1 		$20.5K Buy
+910
New +$19.5K ﹤0.01% 2467
2020
Q3 		– Sell
-305
Closed -$6K – 2766
2020
Q2 		$6K Hold
305
– – ﹤0.01% 2208
2020
Q1 		$5K Hold
305
– – ﹤0.01% 2072
2019
Q4 		$6K Hold
305
– – ﹤0.01% 2174
2019
Q3 		$6K Hold
305
– – ﹤0.01% 2189
2019
Q2 		$6K Buy
+305
New +$6.8K ﹤0.01% 2154

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

Steward Partners Investment Advisory's EOT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 15% in Q1 2026, buying an estimated $25.4K and bringing the position to 11,504 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Steward Partners Investment Advisory first reported a position in EOT in Q2 2019 and has held it in 26 quarters since. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

  • Steward Partners Investment Advisory held 11,504 shares of Eaton Vance National Municipal Opportunities Trust worth $197K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,459 Eaton Vance National Municipal Opportunities Trust shares in Q1 2026, an estimated $25.4K.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2025 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2019 and has held it in 26 quarters since.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.