BHPW
ETX

Beverly Hills Private Wealth’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Beverly Hills Private 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
2025
Q3 		– Sell
-12,615
Closed -$227K – 351
2025
Q2 		$227K Buy
+12,615
New +$228K 0.04% 309

Other funds holding ETX

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beverly Hills Private Wealth's ETX Position: Q3 2025 in Review

Beverly Hills Private Wealth sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q3 2025, closing a stake of 12,615 shares — an estimated $227K sold.

Beverly Hills Private Wealth first reported a position in ETX in Q2 2025 and held it in 1 quarter. The position peaked at $227K in Q2 2025. 34 funds tracked by Wall St. Rank hold ETX as of Q3 2025.

  • Beverly Hills Private Wealth reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q3 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 12,615 Eaton Vance Municipal Income 2028 Term Trust shares in Q3 2025, an estimated $227K.
  • Beverly Hills Private Wealth first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2025 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Eaton Vance Municipal Income 2028 Term Trust position peaked at $227K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q3 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.