SWP
ETX

Stratos Wealth Partners’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Stratos Wealth Partners’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 		$208K Sell
11,336
-1,800
-14% -$33.9K ﹤0.01% 1516
2025
Q4 		$246K Buy
+13,136
New +$251K ﹤0.01% 1401
2024
Q1 		– Sell
-19,450
Closed -$337K – 1409
2023
Q4 		$337K Sell
19,450
-44,547
-70% -$762K 0.01% 1026
2023
Q3 		$1.09M Buy
63,997
+6,724
+12% +$116K 0.02% 544
2023
Q2 		$1.01M Sell
57,273
-1,714
-3% -$30.8K 0.02% 528
2023
Q1 		$1.05M Buy
58,987
+1,073
+2% +$19.4K 0.03% 470
2022
Q4 		$1.03M Buy
57,914
+44,214
+323% +$821K 0.03% 498
2022
Q3 		$256K Sell
13,700
-12,950
-49% -$260K 0.01% 924
2022
Q2 		$552K Buy
26,650
+2,900
+12% +$59.1K 0.01% 694
2022
Q1 		$485K Sell
23,750
-11,100
-32% -$229K 0.01% 824
2021
Q4 		$749K Buy
34,850
+1,150
+3% +$25.3K 0.02% 659
2021
Q3 		$753K Sell
33,700
-1,550
-4% -$35.4K 0.02% 613
2021
Q2 		$821K Buy
35,250
+625
+2% +$14K 0.02% 601
2021
Q1 		$757K Sell
34,625
-5,500
-14% -$124K 0.02% 584
2020
Q4 		$940K Sell
40,125
-2,575
-6% -$55.7K 0.03% 461
2020
Q3 		$899K Sell
42,700
-3,600
-8% -$77K 0.03% 427
2020
Q2 		$945K Buy
46,300
+1,100
+2% +$22K 0.03% 390
2020
Q1 		$899K Buy
45,200
+10,100
+29% +$212K 0.04% 359
2019
Q4 		$769K Sell
35,100
-100
-0.3% -$2.17K 0.03% 463
2019
Q3 		$763K Sell
35,200
-4,300
-11% -$91K 0.03% 448
2019
Q2 		$813K Sell
39,500
-700
-2% -$14.4K 0.04% 426
2019
Q1 		$810K Sell
40,200
-7,700
-16% -$152K 0.04% 422
2018
Q4 		$914K Sell
47,900
-1,800
-4% -$34.3K 0.05% 346
2018
Q3 		$970K Buy
49,700
+17,650
+55% +$349K 0.04% 342
2018
Q2 		$634K Buy
32,050
+15,050
+89% +$291K 0.03% 487
2018
Q1 		$322K Buy
17,000
+5,194
+44% +$102K 0.01% 696
2017
Q4 		$245K Buy
+11,806
New +$238K 0.01% 783
2015
Q2 		– Sell
-11,220
Closed -$200K – 552
2015
Q1 		$200K Buy
11,220
+600
+6% +$10.7K 0.02% 561
2014
Q4 		$186K Buy
+10,620
New +$187K 0.03% 456
2014
Q3 		– Sell
-11,020
Closed -$186K – 347
2014
Q2 		$186K Buy
+11,020
New +$182K 0.06% 294

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

Stratos Wealth Partners's ETX Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 14% in Q1 2026, selling an estimated $33.9K and leaving 11,336 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Stratos Wealth Partners first reported a position in ETX in Q2 2014 and has held it in 30 quarters since. The position peaked at $1.09M in Q3 2023. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

  • Stratos Wealth Partners held 11,336 shares of Eaton Vance Municipal Income 2028 Term Trust worth $208K as of Q1 2026.
  • Stratos Wealth Partners sold 1,800 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2026, an estimated $33.9K.
  • Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1516 holding.
  • Stratos Wealth Partners first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2014 and has held it in 30 quarters since.
  • Stratos Wealth Partners's Eaton Vance Municipal Income 2028 Term Trust position peaked at $1.09M in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.