SWM
ETX

Stronghold Wealth Management’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Stronghold Wealth Management’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
Q2 		$364K Sell
19,420
-777
-4% -$14.6K 0.49% 59
2026
Q1 		$371K Buy
20,197
+169
+0.8% +$3.18K 0.56% 55
2025
Q4 		$375K Buy
+20,028
New +$383K 0.55% 54

Other funds holding ETX

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Stronghold Wealth Management's ETX Position: Q2 2026 in Review

Stronghold Wealth Management reduced its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 3.8% in Q2 2026, selling an estimated $14.6K and leaving 19,420 shares worth $364K. The position accounts for 0.49% of the portfolio, ranked #59.

Stronghold Wealth Management first reported a position in ETX in Q4 2025 and has held it in 3 quarters since. The position peaked at $375K in Q4 2025. 41 funds tracked by Wall St. Rank hold ETX as of Q2 2026.

  • Stronghold Wealth Management held 19,420 shares of Eaton Vance Municipal Income 2028 Term Trust worth $364K as of Q2 2026.
  • Stronghold Wealth Management sold 777 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2026, an estimated $14.6K.
  • Eaton Vance Municipal Income 2028 Term Trust made up 0.49% of Stronghold Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Stronghold Wealth Management first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2025 and has held it in 3 quarters since.
  • Stronghold Wealth Management's Eaton Vance Municipal Income 2028 Term Trust position peaked at $375K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2026.

Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.