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EOT

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

Summit Trail 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
2026
Q2 		$427K Sell
24,260
-1,322
-5% -$22.6K 0.01% 1256
2026
Q1 		$438K Buy
+25,582
New +$446K 0.01% 1203

Other funds holding EOT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
GC
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Summit Trail Advisors's EOT Position: Q2 2026 in Review

Summit Trail Advisors reduced its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 5.2% in Q2 2026, selling an estimated $22.6K and leaving 24,260 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #1256.

Summit Trail Advisors first reported a position in EOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $438K in Q1 2026. 53 funds tracked by Wall St. Rank hold EOT as of Q2 2026.

  • Summit Trail Advisors held 24,260 shares of Eaton Vance National Municipal Opportunities Trust worth $427K as of Q2 2026.
  • Summit Trail Advisors sold 1,322 Eaton Vance National Municipal Opportunities Trust shares in Q2 2026, an estimated $22.6K.
  • Eaton Vance National Municipal Opportunities Trust made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1256 holding.
  • Summit Trail Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2026 and has held it in 2 quarters since.
  • Summit Trail Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $438K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.