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

Avior Wealth Management’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
2025 Q1	–	Sell	-6,000	Closed	-$106K	–	1243
2024 Q4	$106K	Hold	6,000	–	–	﹤0.01%	878
2024 Q3	$113K	Hold	6,000	–	–	﹤0.01%	849
2024 Q2	$112K	Hold	6,000	–	–	﹤0.01%	829
2024 Q1	$107K	Sell	6,000 -2,250	-27%	-$40.3K	0.01%	939
2023 Q4	$143K	Buy	+8,250	New	+$141K	0.01%	559
2014 Q2	–	Sell	-1,500	Closed	-$24K	–	329
2014 Q1	$24K	Buy	+1,500	New	+$23.4K	0.02%	181

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

USCWA

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avior Wealth Management's ETX Position: Q1 2025 in Review

Avior Wealth Management sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2025, closing a stake of 6,000 shares — an estimated $106K sold.

Avior Wealth Management first reported a position in ETX in Q1 2014 and held it in 6 quarters. The position peaked at $143K in Q4 2023. 35 funds tracked by Wall St. Rank hold ETX as of Q1 2025.

Avior Wealth Management reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 6,000 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2025, an estimated $106K.
Avior Wealth Management first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q1 2014 and held it in 6 quarters.
Avior Wealth Management's Eaton Vance Municipal Income 2028 Term Trust position peaked at $143K in Q4 2023.
35 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.