Valeo Financial Advisors’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-2,000	Closed	-$44K	–	913
2021 Q1	$44K	Hold	2,000	–	–	﹤0.01%	918
2020 Q4	$47K	Hold	2,000	–	–	﹤0.01%	801
2020 Q3	$42K	Hold	2,000	–	–	﹤0.01%	711
2020 Q2	$41K	Hold	2,000	–	–	﹤0.01%	796
2020 Q1	$41K	Hold	2,000	–	–	﹤0.01%	668
2019 Q4	$44K	Hold	2,000	–	–	﹤0.01%	696
2019 Q3	$43K	Hold	2,000	–	–	﹤0.01%	644
2019 Q2	$41K	Hold	2,000	–	–	﹤0.01%	661
2019 Q1	$40K	Hold	2,000	–	–	﹤0.01%	612
2018 Q4	$38K	Hold	2,000	–	–	0.01%	562
2018 Q3	$36K	Hold	2,000	–	–	﹤0.01%	616
2018 Q2	$40K	Hold	2,000	–	–	0.01%	586
2018 Q1	$38K	Hold	2,000	–	–	0.01%	547
2017 Q4	$41K	Hold	2,000	–	–	0.01%	505
2017 Q3	$41K	Buy	+2,000	New	+$41.1K	0.01%	433

Other funds holding ETX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $405M AUM 29.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Valeo Financial Advisors's ETX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2021, closing a stake of 2,000 shares — an estimated $44K sold.

Valeo Financial Advisors first reported a position in ETX in Q3 2017 and held it in 15 quarters. The position peaked at $47K in Q4 2020. 40 funds tracked by Wall St. Rank hold ETX as of Q2 2021.

Valeo Financial Advisors reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 2,000 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2021, an estimated $44K.
Valeo Financial Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $47K in Q4 2020.
40 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.