U.S. Capital Wealth Advisors’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

U.S. Capital Wealth Advisors’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	$439K	Sell	23,928 -6,875	-22%	-$129K	0.01%	707
2025 Q4	$576K	Sell	30,803 -76,584	-71%	-$1.47M	0.02%	625
2025 Q3	$2.07M	Sell	107,387 -16,773	-14%	-$312K	0.06%	326
2025 Q2	$2.24M	Buy	124,160 +16,939	+16%	+$306K	0.07%	278
2025 Q1	$1.96M	Hold	107,221	–	–	0.06%	290
2024 Q4	$1.89M	Sell	107,221 -3,576	-3%	-$65.8K	0.06%	306
2024 Q3	$2.09M	Hold	110,797	–	–	0.07%	241
2024 Q2	$2.07M	Sell	110,797 -1,500	-1%	-$27.5K	0.08%	237
2024 Q1	$2M	Buy	112,297 +7,100	+7%	+$127K	0.08%	235
2023 Q4	$1.82M	Sell	105,197 -5,100	-5%	-$87.2K	0.07%	246
2023 Q3	$1.87M	Buy	110,297 +10,000	+10%	+$173K	0.08%	206
2023 Q2	$1.76M	Buy	100,297 +1,400	+1%	+$25.2K	0.08%	234
2023 Q1	$1.76M	Buy	98,897 +3,000	+3%	+$54.1K	0.08%	223
2022 Q4	$1.71M	Buy	95,897 +10,000	+12%	+$186K	0.08%	232
2022 Q3	$1.61M	Hold	85,897	–	–	0.08%	231
2022 Q2	$1.78M	Sell	85,897 -2,000	-2%	-$40.8K	0.08%	233
2022 Q1	$1.8M	Buy	87,897 +2,550	+3%	+$52.7K	0.07%	279
2021 Q4	$1.83M	Buy	85,347 +200	+0.2%	+$4.41K	0.07%	281
2021 Q3	$1.9M	Buy	+85,147	New	+$1.94M	0.08%	256

Other funds holding ETX

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

U.S. Capital Wealth Advisors's ETX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 22% in Q1 2026, selling an estimated $129K and leaving 23,928 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #707.

U.S. Capital Wealth Advisors first reported a position in ETX in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.24M in Q2 2025. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

U.S. Capital Wealth Advisors held 23,928 shares of Eaton Vance Municipal Income 2028 Term Trust worth $439K as of Q1 2026.
U.S. Capital Wealth Advisors sold 6,875 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2026, an estimated $129K.
Eaton Vance Municipal Income 2028 Term Trust made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #707 holding.
U.S. Capital Wealth Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $2.24M in Q2 2025.
41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.