Sowell Financial Services’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-1,033	Closed	-$23K	–	1183
2021 Q1	$23K	Buy	1,033 +13	+1%	+$294	﹤0.01%	1995
2020 Q4	$24K	Buy	1,020 +10	+1%	+$216	﹤0.01%	1651
2020 Q3	$21K	Buy	1,010 +10	+1%	+$214	﹤0.01%	1534
2020 Q2	$20K	Buy	+1,000	New	+$20K	﹤0.01%	1460

Other funds holding ETX

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

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

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

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

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $405M AUM 29.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sowell Financial Services's ETX Position: Q2 2021 in Review

Sowell Financial Services sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2021, closing a stake of 1,033 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in ETX in Q2 2020 and held it in 4 quarters. The position peaked at $24K in Q4 2020. 40 funds tracked by Wall St. Rank hold ETX as of Q2 2021.

Sowell Financial Services reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,033 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2021, an estimated $23K.
Sowell Financial Services first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2020 and held it in 4 quarters.
Sowell Financial Services's Eaton Vance Municipal Income 2028 Term Trust position peaked at $24K in Q4 2020.
40 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.