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Buck Wealth Strategies’s Eaton ETN Stock Holding History

Buck Wealth Strategies’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
Q1 		– Sell
-2,329
Closed -$773K – 126
2024
Q4 		$773K Buy
2,329
+939
+68% +$330K 0.16% 55
2024
Q3 		$460K Sell
1,390
-766
-36% -$234K 0.14% 56
2024
Q2 		$676K Sell
2,156
-23,746
-92% -$7.67M 0.2% 49
2024
Q1 		$8.1M Buy
25,902
+23,342
+912% +$6.38M 2.78% 10
2023
Q4 		$616K Sell
2,560
-125
-5% -$27.6K 0.23% 40
2023
Q3 		$573K Buy
2,685
+2,367
+744% +$510K 0.23% 48
2023
Q2 		$64K Buy
+318
New +$55.9K 0.03% 67
2022
Q3 		$228K Buy
+1,067
New +$149K 0.11% 49

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Buck Wealth Strategies's ETN Position: Q1 2025 in Review

Buck Wealth Strategies sold out of Eaton (ETN) in Q1 2025, closing a stake of 2,329 shares — an estimated $773K sold.

Buck Wealth Strategies first reported a position in ETN in Q3 2022 and held it in 8 quarters. The position peaked at $8.1M in Q1 2024. 2,188 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

  • Buck Wealth Strategies reported no remaining Eaton position as of Q1 2025 after selling out during the quarter.
  • Buck Wealth Strategies sold 2,329 Eaton shares in Q1 2025, an estimated $773K.
  • Buck Wealth Strategies first reported a position in Eaton in Q3 2022 and held it in 8 quarters.
  • Buck Wealth Strategies's Eaton position peaked at $8.1M in Q1 2024.
  • 2,188 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on Buck Wealth Strategies's 13F filing for Q1 2025, filed 22 Apr 2025.