Amplius Wealth Advisors’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Amplius Wealth Advisors’s Portfolio ETX Stock Details ETX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,505	Closed	-$187K	–	168
2022 Q4	$187K	Sell	10,505 -5,838	-36%	-$108K	0.03%	156
2022 Q3	$306K	Sell	16,343 -300	-2%	-$6.03K	0.05%	117
2022 Q2	$344K	Sell	16,643 -732	-4%	-$14.9K	0.06%	120
2022 Q1	$354K	Buy	17,375 +619	+4%	+$12.8K	0.05%	124
2021 Q4	$360K	Buy	+16,756	New	+$369K	0.05%	136

Other funds holding ETX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Amplius Wealth Advisors's ETX Position: Q1 2023 in Review

Amplius Wealth Advisors sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2023, closing a stake of 10,505 shares — an estimated $187K sold.

Amplius Wealth Advisors first reported a position in ETX in Q4 2021 and held it in 5 quarters. The position peaked at $360K in Q4 2021. 39 funds tracked by Wall St. Rank hold ETX as of Q1 2023.

Amplius Wealth Advisors reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 10,505 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2023, an estimated $187K.
Amplius Wealth Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2021 and held it in 5 quarters.
Amplius Wealth Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $360K in Q4 2021.
39 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2023.

Based on Amplius Wealth Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.