Carlsbad Wealth Advisory Group’s Eaton ETN Stock Holding History

Carlsbad Wealth Advisory Group’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
2023 Q2	$262K	Buy	+1,305	New	+$230K	0.17%	39

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carlsbad Wealth Advisory Group's ETN Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Eaton (ETN) in Q2 2023: 1,305 shares worth $262K. The stake represents 0.17% of the portfolio and ranks #39 among its holdings.

1,621 funds tracked by Wall St. Rank hold ETN as of Q2 2023.

Carlsbad Wealth Advisory Group held 1,305 shares of Eaton worth $262K as of Q2 2023.
Eaton was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Eaton made up 0.17% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #39 holding.
1,621 funds tracked by Wall St. Rank held Eaton as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.