Wolverine Asset Management’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Wolverine Asset 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
2025 Q2	–	Sell	-208	Closed	-$3.8K	–	1663
2025 Q1	$3.8K	Sell	208 -48,742	-100%	-$885K	﹤0.01%	1391
2024 Q4	$862K	Buy	+48,950	New	+$901K	0.01%	740
2023 Q4	–	Sell	-40,677	Closed	-$690K	–	1855
2023 Q3	$690K	Buy	40,677 +32,632	+406%	+$564K	0.01%	801
2023 Q2	$141K	Sell	8,045 -72,698	-90%	-$1.31M	﹤0.01%	1034
2023 Q1	$1.44M	Buy	80,743 +5,658	+8%	+$102K	0.02%	597
2022 Q4	$1.34M	Buy	+75,085	New	+$1.39M	0.01%	669
2022 Q1	–	Sell	-10,712	Closed	-$230K	–	2218
2021 Q4	$230K	Buy	10,712 +9,452	+750%	+$208K	﹤0.01%	1194
2021 Q3	$28K	Buy	+1,260	New	+$28.8K	﹤0.01%	1553
2019 Q3	–	Sell	-1,700	Closed	-$34K	–	1443
2019 Q2	$34K	Sell	1,700 -10,242	-86%	-$211K	﹤0.01%	1231
2019 Q1	$240K	Buy	+11,942	New	+$236K	﹤0.01%	1004
2016 Q1	–	Sell	-306	Closed	-$5K	–	1330
2015 Q4	$5K	Buy	+306	New	+$5.42K	﹤0.01%	1485
2015 Q1	–	Sell	-2,800	Closed	-$49K	–	1923
2014 Q4	$49K	Buy	+2,800	New	+$49.3K	﹤0.01%	1403

Other funds holding ETX

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wolverine Asset Management's ETX Position: Q2 2025 in Review

Wolverine Asset Management sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2025, closing a stake of 208 shares — an estimated $3.8K sold.

Wolverine Asset Management first reported a position in ETX in Q4 2014 and held it in 12 quarters. The position peaked at $1.44M in Q1 2023. 34 funds tracked by Wall St. Rank hold ETX as of Q2 2025.

Wolverine Asset Management reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2025 after selling out during the quarter.
Wolverine Asset Management sold 208 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2025, an estimated $3.8K.
Wolverine Asset Management first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2014 and held it in 12 quarters.
Wolverine Asset Management's Eaton Vance Municipal Income 2028 Term Trust position peaked at $1.44M in Q1 2023.
34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2025.

Based on Wolverine Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.