AWM
ETN icon

Accredited Wealth Management’s Eaton ETN Stock Holding History

Accredited Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$12.4K Buy
57
+24
+73% +$8.73K 0.01% 247
2025
Q2 		$11.8K Hold
33
– – 0.01% 246
2025
Q1 		$8.97K Hold
33
– – 0.01% 251
2024
Q4 		$11K Buy
+33
New +$11.6K 0.01% 240

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Accredited Wealth Management's ETN Position: Q3 2025 in Review

Accredited Wealth Management increased its Eaton (ETN) stake by 73% in Q3 2025, buying an estimated $8.73K and bringing the position to 57 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #247.

Accredited Wealth Management first reported a position in ETN in Q4 2024 and has held it in 4 quarters since. 2,383 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Accredited Wealth Management held 57 shares of Eaton worth $12.4K as of Q3 2025.
  • Accredited Wealth Management bought 24 Eaton shares in Q3 2025, an estimated $8.73K.
  • Eaton made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #247 holding.
  • Accredited Wealth Management first reported a position in Eaton in Q4 2024 and has held it in 4 quarters since.
  • 2,383 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.