JWM
ETX

JGP Wealth Management’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

JGP Wealth 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
2024
Q1 		– Sell
-12,709
Closed -$220K – 168
2023
Q4 		$220K Buy
+12,709
New +$217K 0.03% 161

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 $200M AUM 49.32% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JGP Wealth Management's ETX Position: Q1 2024 in Review

JGP Wealth Management sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2024, closing a stake of 12,709 shares — an estimated $220K sold.

JGP Wealth Management first reported a position in ETX in Q4 2023 and held it in 1 quarter. The position peaked at $220K in Q4 2023. 43 funds tracked by Wall St. Rank hold ETX as of Q1 2024.

  • JGP Wealth Management reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2024 after selling out during the quarter.
  • JGP Wealth Management sold 12,709 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2024, an estimated $220K.
  • JGP Wealth Management first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2023 and held it in 1 quarter.
  • JGP Wealth Management's Eaton Vance Municipal Income 2028 Term Trust position peaked at $220K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2024.

Based on JGP Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.