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

Atlas Wealth’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
2024 Q3	–	Sell	-10,876	Closed	-$204K	–	101
2024 Q2	$204K	Buy	+10,876	New	+$199K	0.02%	185
2023 Q4	–	Sell	-10,876	Closed	-$184K	–	96
2023 Q3	$184K	Buy	+10,876	New	+$188K	0.03%	174

Other funds holding ETX

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

RJFSA

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

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

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

USCWA

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

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

WKWM

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

Atlas Wealth's ETX Position: Q3 2024 in Review

Atlas Wealth sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q3 2024, closing a stake of 10,876 shares — an estimated $204K sold.

Atlas Wealth first reported a position in ETX in Q3 2023 and held it in 2 quarters. The position peaked at $204K in Q2 2024. 34 funds tracked by Wall St. Rank hold ETX as of Q3 2024.

Atlas Wealth reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q3 2024 after selling out during the quarter.
Atlas Wealth sold 10,876 Eaton Vance Municipal Income 2028 Term Trust shares in Q3 2024, an estimated $204K.
Atlas Wealth first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2023 and held it in 2 quarters.
Atlas Wealth's Eaton Vance Municipal Income 2028 Term Trust position peaked at $204K in Q2 2024.
34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.