Atala Financial’s Eaton ETN Stock Holding History

Atala Financial’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 Q2	–	Sell	-80	Closed	-$21.7K	–	224
2025 Q1	$21.7K	Sell	80 -52	-39%	-$16.2K	0.02%	234
2024 Q4	$43.8K	Buy	+132	New	+$46.3K	0.03%	196

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Atala Financial's ETN Position: Q2 2025 in Review

Atala Financial sold out of Eaton (ETN) in Q2 2025, closing a stake of 80 shares — an estimated $21.7K sold.

Atala Financial first reported a position in ETN in Q4 2024 and held it in 2 quarters. The position peaked at $43.8K in Q4 2024. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

Atala Financial reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 80 Eaton shares in Q2 2025, an estimated $21.7K.
Atala Financial first reported a position in Eaton in Q4 2024 and held it in 2 quarters.
Atala Financial's Eaton position peaked at $43.8K in Q4 2024.
2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.