TCG
ETX

Transcendent Capital Group’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Transcendent Capital Group’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
2024
Q2 		– Sell
-1,210
Closed -$21.6K – 443
2024
Q1 		$21.6K Buy
+1,210
New +$21.7K 0.01% 254

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transcendent Capital Group's ETX Position: Q2 2024 in Review

Transcendent Capital Group sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2024, closing a stake of 1,210 shares — an estimated $21.6K sold.

Transcendent Capital Group first reported a position in ETX in Q1 2024 and held it in 1 quarter. The position peaked at $21.6K in Q1 2024. 41 funds tracked by Wall St. Rank hold ETX as of Q2 2024.

  • Transcendent Capital Group reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2024 after selling out during the quarter.
  • Transcendent Capital Group sold 1,210 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2024, an estimated $21.6K.
  • Transcendent Capital Group first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q1 2024 and held it in 1 quarter.
  • Transcendent Capital Group's Eaton Vance Municipal Income 2028 Term Trust position peaked at $21.6K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2024.

Based on Transcendent Capital Group's 13F filing for Q2 2024, filed 24 Jul 2024.