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Capital A Wealth Management’s Eaton ETN Stock Holding History

Capital A 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
Q2 		– Sell
-46
Closed -$12.5K – 579
2025
Q1 		$12.5K Sell
46
-32
-41% -$9.96K 0.01% 276
2024
Q4 		$25.9K Buy
+78
New +$27.4K 0.04% 206

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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

Capital A Wealth Management's ETN Position: Q2 2025 in Review

Capital A Wealth Management sold out of Eaton (ETN) in Q2 2025, closing a stake of 46 shares — an estimated $12.5K sold.

Capital A Wealth Management first reported a position in ETN in Q4 2024 and held it in 2 quarters. The position peaked at $25.9K in Q4 2024. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • Capital A Wealth Management reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 46 Eaton shares in Q2 2025, an estimated $12.5K.
  • Capital A Wealth Management first reported a position in Eaton in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Eaton position peaked at $25.9K in Q4 2024.
  • 2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.