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Advisors Preferred’s Eaton ETN Stock Holding History

Advisors Preferred’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
2024
Q1 		– Sell
-47
Closed -$11.2K – 200
2023
Q4 		$11.2K Hold
47
– – ﹤0.01% 207
2023
Q3 		$9.88K Hold
47
– – ﹤0.01% 178
2023
Q2 		$9.43K Buy
+47
New +$8.27K ﹤0.01% 164
2020
Q1 		– Sell
-3,429
Closed -$325K – 166
2019
Q4 		$325K Buy
+3,429
New +$304K 0.09% 69

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Advisors Preferred's ETN Position: Q1 2024 in Review

Advisors Preferred sold out of Eaton (ETN) in Q1 2024, closing a stake of 47 shares — an estimated $11.2K sold.

Advisors Preferred first reported a position in ETN in Q4 2019 and held it in 4 quarters. The position peaked at $325K in Q4 2019. 2,003 funds tracked by Wall St. Rank hold ETN as of Q1 2024.

  • Advisors Preferred reported no remaining Eaton position as of Q1 2024 after selling out during the quarter.
  • Advisors Preferred sold 47 Eaton shares in Q1 2024, an estimated $11.2K.
  • Advisors Preferred first reported a position in Eaton in Q4 2019 and held it in 4 quarters.
  • Advisors Preferred's Eaton position peaked at $325K in Q4 2019.
  • 2,003 funds tracked by Wall St. Rank held Eaton as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.