UBS Group
EOT

UBS Group’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

UBS 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
2026
Q1 		$3.24M Buy
189,308
+4,191
+2% +$73K ﹤0.01% 4511
2025
Q4 		$3.13M Sell
185,117
-8,120
-4% -$136K ﹤0.01% 4520
2025
Q3 		$3.22M Sell
193,237
-48,032
-20% -$785K ﹤0.01% 4491
2025
Q2 		$3.92M Sell
241,269
-93,287
-28% -$1.52M ﹤0.01% 4126
2025
Q1 		$5.57M Sell
334,556
-18,480
-5% -$311K ﹤0.01% 3681
2024
Q4 		$5.81M Buy
353,036
+238,111
+207% +$4.14M ﹤0.01% 3661
2024
Q3 		$2.06M Buy
114,925
+31,585
+38% +$547K ﹤0.01% 3955
2024
Q2 		$1.4M Buy
83,340
+43,435
+109% +$717K ﹤0.01% 4108
2024
Q1 		$662K Sell
39,905
-2,766
-6% -$46.4K ﹤0.01% 4961
2023
Q4 		$722K Buy
42,671
+1,489
+4% +$23.6K ﹤0.01% 4782
2023
Q3 		$668K Buy
41,182
+668
+2% +$11.2K ﹤0.01% 4425
2023
Q2 		$703K Sell
40,514
-150
-0.4% -$2.63K ﹤0.01% 4535
2023
Q1 		$719K Sell
40,664
-11,633
-22% -$203K ﹤0.01% 4397
2022
Q4 		$859K Sell
52,297
-6,412
-11% -$105K ﹤0.01% 4215
2022
Q3 		$966K Buy
58,709
+4,627
+9% +$82.9K ﹤0.01% 3774
2022
Q2 		$968K Buy
54,082
+9,145
+20% +$162K ﹤0.01% 3770
2022
Q1 		$856K Buy
44,937
+3,691
+9% +$74.6K ﹤0.01% 4261
2021
Q4 		$910K Buy
41,246
+5,759
+16% +$132K ﹤0.01% 4476
2021
Q3 		$840K Buy
35,487
+3,479
+11% +$80.1K ﹤0.01% 4335
2021
Q2 		$722K Sell
32,008
-11,457
-26% -$258K ﹤0.01% 4457
2021
Q1 		$978K Buy
43,465
+2,099
+5% +$45K ﹤0.01% 4267
2020
Q4 		$848K Buy
41,366
+663
+2% +$13.6K ﹤0.01% 4148
2020
Q3 		$816K Buy
40,703
+1,025
+3% +$20.8K ﹤0.01% 3788
2020
Q2 		$780K Buy
39,678
+71
+0.2% +$1.34K ﹤0.01% 3728
2020
Q1 		$772K Sell
39,607
-74
-0.2% -$1.59K ﹤0.01% 3568
2019
Q4 		$859K Buy
39,681
+1,222
+3% +$27.6K ﹤0.01% 4351
2019
Q3 		$868K Sell
38,459
-2,795
-7% -$64.1K ﹤0.01% 4089
2019
Q2 		$939K Buy
41,254
+3,275
+9% +$73.1K ﹤0.01% 3800
2019
Q1 		$802K Sell
37,979
-1,028
-3% -$21.3K ﹤0.01% 3739
2018
Q4 		$724K Buy
39,007
+5,162
+15% +$103K ﹤0.01% 3973
2018
Q3 		$727K Buy
33,845
+1,264
+4% +$27.2K ﹤0.01% 4129
2018
Q2 		$666K Sell
32,581
-3,155
-9% -$64.3K ﹤0.01% 4104
2018
Q1 		$738K Sell
35,736
-20,469
-36% -$439K ﹤0.01% 3943
2017
Q4 		$1.27M Sell
56,205
-1,808
-3% -$40.9K ﹤0.01% 3577
2017
Q3 		$1.32M Buy
58,013
+11,040
+24% +$248K ﹤0.01% 3480
2017
Q2 		$1.03M Buy
46,973
+1,889
+4% +$41.4K ﹤0.01% 3590
2017
Q1 		$971K Buy
45,084
+8,313
+23% +$177K ﹤0.01% 3553
2016
Q4 		$765K Sell
36,771
-12,164
-25% -$262K ﹤0.01% 3783
2016
Q3 		$1.14M Buy
48,935
+13,141
+37% +$303K ﹤0.01% 3317
2016
Q2 		$825K Sell
35,794
-3,503
-9% -$79.6K ﹤0.01% 3542
2016
Q1 		$877K Buy
39,297
+3,171
+9% +$69.4K ﹤0.01% 3369
2015
Q4 		$775K Sell
36,126
-15
-0% -$319 ﹤0.01% 3603
2015
Q3 		$748K Buy
36,141
+2,407
+7% +$48.9K ﹤0.01% 3595
2015
Q2 		$681K Sell
33,734
-5,325
-14% -$111K ﹤0.01% 3868
2015
Q1 		$828K Buy
39,059
+5,000
+15% +$106K ﹤0.01% 3730
2014
Q4 		$715K Buy
+34,059
New +$694K ﹤0.01% 3862

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's EOT Position: Q1 2026 in Review

UBS Group increased its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 2.3% in Q1 2026, buying an estimated $73K and bringing the position to 189,308 shares worth $3.24M. The position accounts for ﹤0.01% of the portfolio, ranked #4511.

UBS Group first reported a position in EOT in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.81M in Q4 2024. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

  • UBS Group held 189,308 shares of Eaton Vance National Municipal Opportunities Trust worth $3.24M as of Q1 2026.
  • UBS Group bought 4,191 Eaton Vance National Municipal Opportunities Trust shares in Q1 2026, an estimated $73K.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4511 holding.
  • UBS Group first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Eaton Vance National Municipal Opportunities Trust position peaked at $5.81M in Q4 2024.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.