Janney Montgomery Scott’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Janney Montgomery Scott’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
2024 Q2	–	Sell	-11,005	Closed	-$196K	–	2667
2024 Q1	$196K	Sell	11,005 -3,862	-26%	-$69.3K	﹤0.01%	2583
2023 Q4	$258K	Buy	+14,867	New	+$254K	﹤0.01%	2317
2023 Q1	–	Sell	-15,436	Closed	-$275K	–	2599
2022 Q4	$275K	Sell	15,436 -3,093	-17%	-$57.5K	﹤0.01%	2181
2022 Q3	$346K	Sell	18,529 -49,991	-73%	-$1M	﹤0.01%	1907
2022 Q2	$1.42M	Sell	68,520 -47,855	-41%	-$975K	0.01%	1091
2022 Q1	$2.38M	Buy	116,375 +817	+0.7%	+$16.9K	0.01%	851
2021 Q4	$2.48M	Buy	115,558 +19,664	+21%	+$433K	0.01%	869
2021 Q3	$2.14M	Buy	95,894 +26,510	+38%	+$605K	0.01%	919
2021 Q2	$1.61M	Buy	69,384 +10,314	+17%	+$232K	0.01%	1043
2021 Q1	$1.29M	Buy	59,070 +15,874	+37%	+$359K	0.01%	1080
2020 Q4	$1.01M	Buy	+43,196	New	+$935K	﹤0.01%	1171

Other funds holding ETX

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott's ETX Position: Q2 2024 in Review

Janney Montgomery Scott sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2024, closing a stake of 11,005 shares — an estimated $196K sold.

Janney Montgomery Scott first reported a position in ETX in Q4 2020 and held it in 11 quarters. The position peaked at $2.48M in Q4 2021. 41 funds tracked by Wall St. Rank hold ETX as of Q2 2024.

Janney Montgomery Scott reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2024 after selling out during the quarter.
Janney Montgomery Scott sold 11,005 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2024, an estimated $196K.
Janney Montgomery Scott first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2020 and held it in 11 quarters.
Janney Montgomery Scott's Eaton Vance Municipal Income 2028 Term Trust position peaked at $2.48M in Q4 2021.
41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2024.

Based on Janney Montgomery Scott's 13F filing for Q2 2024, filed 25 Jul 2024.