FAIM
ETX

Financial Advocates Investment Management’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Financial Advocates Investment 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
2023
Q4 		– Sell
-11,537
Closed -$196K – 743
2023
Q3 		$196K Buy
+11,537
New +$199K 0.01% 658

Other funds holding ETX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $405M AUM 29.62% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's ETX Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2023, closing a stake of 11,537 shares — an estimated $196K sold.

Financial Advocates Investment Management first reported a position in ETX in Q3 2023 and held it in 1 quarter. The position peaked at $196K in Q3 2023. 47 funds tracked by Wall St. Rank hold ETX as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,537 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2023, an estimated $196K.
  • Financial Advocates Investment Management first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2023 and held it in 1 quarter.
  • Financial Advocates Investment Management's Eaton Vance Municipal Income 2028 Term Trust position peaked at $196K in Q3 2023.
  • 47 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.