Kestra Advisory Services’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Kestra Advisory Services’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	$406K	Buy	21,662 +2,478	+13%	+$46.6K	﹤0.01%	2500
2026 Q1	$352K	Buy	19,184 +10,909	+132%	+$205K	﹤0.01%	2494
2025 Q4	$155K	Buy	+8,275	New	+$158K	﹤0.01%	3093
2021 Q4	–	Sell	-22,991	Closed	-$513K	–	2070
2021 Q3	$513K	Buy	22,991 +3,199	+16%	+$73K	0.01%	1375
2021 Q2	$461K	Buy	19,792 +55	+0.3%	+$1.24K	0.01%	1322
2021 Q1	$432K	Sell	19,737 -12,978	-40%	-$293K	0.01%	1261
2020 Q4	$738K	Buy	32,715 +13,108	+67%	+$284K	0.01%	1014
2020 Q3	$413K	Buy	+19,607	New	+$419K	0.01%	968

Other funds holding ETX

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kestra Advisory Services's ETX Position: Q2 2026 in Review

Kestra Advisory Services increased its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 13% in Q2 2026, buying an estimated $46.6K and bringing the position to 21,662 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Kestra Advisory Services first reported a position in ETX in Q3 2020 and has held it in 8 quarters since. The position peaked at $738K in Q4 2020. 41 funds tracked by Wall St. Rank hold ETX as of Q2 2026.

Kestra Advisory Services held 21,662 shares of Eaton Vance Municipal Income 2028 Term Trust worth $406K as of Q2 2026.
Kestra Advisory Services bought 2,478 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2026, an estimated $46.6K.
Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2500 holding.
Kestra Advisory Services first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2020 and has held it in 8 quarters since.
Kestra Advisory Services's Eaton Vance Municipal Income 2028 Term Trust position peaked at $738K in Q4 2020.
41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.