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ETX

NewEdge Advisors’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

NewEdge Advisors’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
Q1 		$7.43K Hold
405
– – ﹤0.01% 3475
2025
Q4 		$7.57K Hold
405
– – ﹤0.01% 3552
2025
Q3 		$7.82K Sell
405
-338
-45% -$6.29K ﹤0.01% 3404
2025
Q2 		$13.4K Hold
743
– – ﹤0.01% 3097
2025
Q1 		$13.6K Hold
743
– – ﹤0.01% 2990
2024
Q4 		$13.1K Hold
743
– – ﹤0.01% 2944
2024
Q3 		$14K Hold
743
– – ﹤0.01% 2841
2024
Q2 		$13.9K Hold
743
– – ﹤0.01% 2738
2024
Q1 		$13.3K Hold
743
– – ﹤0.01% 2776
2023
Q4 		$12.9K Hold
743
– – ﹤0.01% 2751
2023
Q3 		$12.6K Hold
743
– – ﹤0.01% 2500
2023
Q2 		$13.1K Hold
743
– – ﹤0.01% 2523
2023
Q1 		$13.2K Hold
743
– – ﹤0.01% 2487
2022
Q4 		$13 Buy
+743
New +$13.8K ﹤0.01% 3664

Other funds holding ETX

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM