Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
ETX
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
–
1184
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
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
WKWM
Walter & Keenan Wealth Management
Souh Bend, Indiana
$355M AUM
23.15%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B 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
$56.4B AUM
24.96%
1-Year Est. Return
UR
USCA RIA
Houston, Texas
$1.65B AUM
39.8%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close