SPIA
ETX

Steward Partners Investment Advisory’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Steward Partners Investment Advisory’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 		$494K Sell
26,921
-4,763
-15% -$89.6K ﹤0.01% 1538
2025
Q4 		$592K Sell
31,684
-1,220
-4% -$23.4K ﹤0.01% 1330
2025
Q3 		$635K Sell
32,904
-3,145
-9% -$58.5K ﹤0.01% 1258
2025
Q2 		$649K Sell
36,049
-500
-1% -$9.04K 0.01% 1175
2025
Q1 		$668K Sell
36,549
-7,023
-16% -$128K 0.01% 1086
2024
Q4 		$767K Sell
43,572
-8,501
-16% -$156K 0.01% 970
2024
Q3 		$983K Hold
52,073
– – 0.01% 861
2024
Q2 		$974K Sell
52,073
-198
-0.4% -$3.63K 0.01% 823
2024
Q1 		$933K Sell
52,271
-2,196
-4% -$39.4K 0.01% 820
2023
Q4 		$944K Sell
54,467
-2,443
-4% -$41.8K 0.01% 755
2023
Q3 		$965K Sell
56,910
-3,309
-5% -$57.1K 0.01% 685
2023
Q2 		$1.06M Sell
60,219
-29,689
-33% -$534K 0.02% 675
2023
Q1 		$1.6M Buy
89,908
+46,371
+107% +$836K 0.03% 532
2022
Q4 		$776K Buy
43,537
+602
+1% +$11.2K 0.01% 753
2022
Q3 		$803K Sell
42,935
-2,150
-5% -$43.2K 0.02% 688
2022
Q2 		$934K Buy
45,085
+2,793
+7% +$56.9K 0.02% 650
2022
Q1 		$864K Buy
42,292
+1,790
+4% +$37K 0.01% 731
2021
Q4 		$871K Sell
40,502
-717
-2% -$15.8K 0.01% 751
2021
Q3 		$920K Buy
41,219
+1,540
+4% +$35.2K 0.02% 689
2021
Q2 		$924K Hold
39,679
– – 0.02% 702
2021
Q1 		$868K Sell
39,679
-240
-0.6% -$5.42K 0.02% 693
2020
Q4 		$935K Buy
39,919
+220
+0.6% +$4.76K 0.02% 582
2020
Q3 		$836K Buy
39,699
+8,530
+27% +$182K 0.02% 532
2020
Q2 		$636K Buy
31,169
+21,495
+222% +$430K 0.02% 559
2020
Q1 		$192K Buy
9,674
+2,250
+30% +$47.2K 0.01% 807
2019
Q4 		$162K Buy
7,424
+1,400
+23% +$30.3K ﹤0.01% 947
2019
Q3 		$130K Buy
6,024
+1,625
+37% +$34.4K ﹤0.01% 989
2019
Q2 		$90K Buy
+4,399
New +$90.7K ﹤0.01% 1097
2018
Q4 		– Sell
-6,314
Closed -$123K – 1176
2018
Q3 		$123K Sell
6,314
-2,833
-31% -$55.9K 0.01% 868
2018
Q2 		$181K Buy
9,147
+2,833
+45% +$54.8K 0.01% 676
2018
Q1 		$119K Buy
6,314
+4,314
+216% +$84.4K 0.01% 731
2017
Q4 		$41K Buy
+2,000
New +$40.3K ﹤0.01% 894

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 $666B 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Steward Partners Investment Advisory's ETX Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 15% in Q1 2026, selling an estimated $89.6K and leaving 26,921 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Steward Partners Investment Advisory first reported a position in ETX in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.6M in Q1 2023. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

  • Steward Partners Investment Advisory held 26,921 shares of Eaton Vance Municipal Income 2028 Term Trust worth $494K as of Q1 2026.
  • Steward Partners Investment Advisory sold 4,763 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2026, an estimated $89.6K.
  • Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1538 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2017 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's Eaton Vance Municipal Income 2028 Term Trust position peaked at $1.6M in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.