Integrated Wealth Concepts
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Integrated Wealth Concepts’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Integrated Wealth Concepts’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
Q2 		$222K Sell
11,859
-2,533
-18% -$47.6K ﹤0.01% 2169
2026
Q1 		$264K Buy
14,392
+116
+0.8% +$2.18K ﹤0.01% 1932
2025
Q4 		$267K Sell
14,276
-13,954
-49% -$267K ﹤0.01% 1368
2025
Q3 		$545K Sell
28,230
-4,756
-14% -$88.4K ﹤0.01% 1290
2025
Q2 		$594K Buy
+32,986
New +$597K 0.01% 1171

Other funds holding ETX

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Integrated Wealth Concepts's ETX Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 18% in Q2 2026, selling an estimated $47.6K and leaving 11,859 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Integrated Wealth Concepts first reported a position in ETX in Q2 2025 and has held it in 5 quarters since. The position peaked at $594K in Q2 2025. 43 funds tracked by Wall St. Rank hold ETX as of Q2 2026.

  • Integrated Wealth Concepts held 11,859 shares of Eaton Vance Municipal Income 2028 Term Trust worth $222K as of Q2 2026.
  • Integrated Wealth Concepts sold 2,533 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2026, an estimated $47.6K.
  • Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2169 holding.
  • Integrated Wealth Concepts first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Eaton Vance Municipal Income 2028 Term Trust position peaked at $594K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.