Corient Private Wealth
ETX

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

Corient 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
2026
Q1 		$1.31M Sell
71,423
-97,775
-58% -$1.84M ﹤0.01% 1487
2025
Q4 		$3.16M Buy
169,198
+84,640
+100% +$1.62M ﹤0.01% 1275
2025
Q3 		$1.63M Sell
84,558
-1,772
-2% -$32.9K ﹤0.01% 1166
2025
Q2 		$1.55M Sell
86,330
-7,895
-8% -$143K ﹤0.01% 1154
2025
Q1 		$1.72M Sell
94,225
-414
-0.4% -$7.52K ﹤0.01% 1026
2024
Q4 		$1.67M Sell
94,639
-1,255
-1% -$23.1K ﹤0.01% 1073
2024
Q3 		$1.81M Sell
95,894
-1,111
-1% -$20.8K ﹤0.01% 1143
2024
Q2 		$1.81M Buy
97,005
+6,766
+7% +$124K ﹤0.01% 1065
2024
Q1 		$1.61M Sell
90,239
-881
-1% -$15.8K ﹤0.01% 1130
2023
Q4 		$1.58M Sell
91,120
-9,943
-10% -$170K ﹤0.01% 1113
2023
Q3 		$1.71M Sell
101,063
-1,045
-1% -$18K ﹤0.01% 972
2023
Q2 		$1.8M Sell
102,108
-2,575
-2% -$46.3K ﹤0.01% 933
2023
Q1 		$1.86M Buy
+104,683
New +$1.89M 0.01% 866

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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Corient Private Wealth's ETX Position: Q1 2026 in Review

Corient Private Wealth reduced its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 58% in Q1 2026, selling an estimated $1.84M and leaving 71,423 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Corient Private Wealth first reported a position in ETX in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.16M in Q4 2025. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

  • Corient Private Wealth held 71,423 shares of Eaton Vance Municipal Income 2028 Term Trust worth $1.31M as of Q1 2026.
  • Corient Private Wealth sold 97,775 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2026, an estimated $1.84M.
  • Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1487 holding.
  • Corient Private Wealth first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Eaton Vance Municipal Income 2028 Term Trust position peaked at $3.16M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.