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Bright Futures Wealth Management’s Eaton ETN Stock Holding History

Bright Futures 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
Q4 		– Sell
-3,508
Closed -$1.31M – 166
2025
Q3 		$1.31M Buy
+3,508
New +$1.28M 1.03% 31
2025
Q1 		$976K Sell
3,762
-238
-6% -$74.1K 1.07% 32
2024
Q4 		$1.27M Buy
4,000
+2,394
+149% +$840K 1.13% 25
2024
Q3 		$551K Buy
+1,606
New +$491K 0.27% 108

Other funds holding ETN

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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

Bright Futures Wealth Management's ETN Position: Q4 2025 in Review

Bright Futures Wealth Management sold out of Eaton (ETN) in Q4 2025, closing a stake of 3,508 shares — an estimated $1.31M sold.

Bright Futures Wealth Management first reported a position in ETN in Q3 2024 and held it in 4 quarters. The position peaked at $1.31M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • Bright Futures Wealth Management reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
  • Bright Futures Wealth Management sold 3,508 Eaton shares in Q4 2025, an estimated $1.31M.
  • Bright Futures Wealth Management first reported a position in Eaton in Q3 2024 and held it in 4 quarters.
  • Bright Futures Wealth Management's Eaton position peaked at $1.31M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Bright Futures Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.