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 Q3	$391K	Buy	22,260 +598	+3%	+$10.9K	﹤0.01%	2718
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

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stronghold Wealth Management Tampa, Florida $72.4M AUM 15.8% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Center for Financial Planning Southfied, Michigan $1.08B AUM 12.2% 1-Year Est. Return

Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return

Kestra Advisory Services's ETX Position: Q3 2026 in Review

Kestra Advisory Services increased its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 2.8% in Q3 2026, buying an estimated $10.9K and bringing the position to 22,260 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Kestra Advisory Services first reported a position in ETX in Q3 2020 and has held it in 9 quarters since. The position peaked at $738K in Q4 2020. 12 funds tracked by Wall St. Rank hold ETX as of Q3 2026.

Kestra Advisory Services held 22,260 shares of Eaton Vance Municipal Income 2028 Term Trust worth $391K as of Q3 2026.
Kestra Advisory Services bought 598 Eaton Vance Municipal Income 2028 Term Trust shares in Q3 2026, an estimated $10.9K.
Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2718 holding.
Kestra Advisory Services first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2020 and has held it in 9 quarters since.
Kestra Advisory Services's Eaton Vance Municipal Income 2028 Term Trust position peaked at $738K in Q4 2020.
12 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.