CCMG
ETX

Clark Capital Management Group’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Clark Capital Management Group’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
2026
Q1 		$184K Hold
10,000
– – ﹤0.01% 514
2025
Q4 		$187K Buy
+10,000
New +$191K ﹤0.01% 494

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Clark Capital Management Group's ETX Position: Q1 2026 in Review

Clark Capital Management Group held its Eaton Vance Municipal Income 2028 Term Trust (ETX) position steady in Q1 2026 at 10,000 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Clark Capital Management Group first reported a position in ETX in Q4 2025 and has held it in 2 quarters since. The position peaked at $187K in Q4 2025. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

  • Clark Capital Management Group held 10,000 shares of Eaton Vance Municipal Income 2028 Term Trust worth $184K as of Q1 2026.
  • Clark Capital Management Group left its Eaton Vance Municipal Income 2028 Term Trust share count unchanged in Q1 2026.
  • Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #514 holding.
  • Clark Capital Management Group first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2025 and has held it in 2 quarters since.
  • Clark Capital Management Group's Eaton Vance Municipal Income 2028 Term Trust position peaked at $187K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.