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

XML Financial’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 Q1	–	Sell	-12,312	Closed	-$217K	–	378
2024 Q4	$217K	Buy	+12,312	New	+$227K	0.02%	332
2024 Q3	–	Sell	-11,023	Closed	-$206K	–	351
2024 Q2	$206K	Sell	11,023 -1,500	-12%	-$27.5K	0.02%	319
2024 Q1	$223K	Sell	12,523 -6,150	-33%	-$110K	0.02%	313
2023 Q4	$324K	Sell	18,673 -21,250	-53%	-$364K	0.03%	260
2023 Q3	$677K	Sell	39,923 -73,913	-65%	-$1.28M	0.08%	180
2023 Q2	$2M	Sell	113,836 -46,921	-29%	-$843K	0.23%	104
2023 Q1	$2.86M	Buy	160,757 +4,906	+3%	+$88.5K	0.35%	81
2022 Q4	$2.78M	Sell	155,851 -3,370	-2%	-$62.6K	0.35%	86
2022 Q3	$2.98M	Buy	+159,221	New	+$3.2M	0.41%	72
2022 Q2	–	Sell	-150,186	Closed	-$3.07M	–	266
2022 Q1	$3.07M	Sell	150,186 -1,250	-0.8%	-$25.8K	0.36%	79
2021 Q4	$3.26M	Buy	151,436 +150	+0.1%	+$3.31K	0.39%	75
2021 Q3	$3.38M	Buy	+151,286	New	+$3.45M	0.45%	67

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

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

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

XML Financial's ETX Position: Q1 2025 in Review

XML Financial sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2025, closing a stake of 12,312 shares — an estimated $217K sold.

XML Financial first reported a position in ETX in Q3 2021 and held it in 12 quarters. The position peaked at $3.38M in Q3 2021. 35 funds tracked by Wall St. Rank hold ETX as of Q1 2025.

XML Financial reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2025 after selling out during the quarter.
XML Financial sold 12,312 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2025, an estimated $217K.
XML Financial first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2021 and held it in 12 quarters.
XML Financial's Eaton Vance Municipal Income 2028 Term Trust position peaked at $3.38M in Q3 2021.
35 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2025.

Based on XML Financial's 13F filing for Q1 2025, filed 22 Apr 2025.