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Catherine Avery Investment Management’s Eaton ETN Stock Holding History

Catherine Avery Investment 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
2026
Q1 		– Sell
-25
Closed -$7.96K – 124
2025
Q4 		$7.96K Hold
25
– – ﹤0.01% 104
2025
Q3 		$9.36K Hold
25
– – 0.01% 101
2025
Q2 		$8.93K Hold
25
– – 0.01% 103
2025
Q1 		$6.8K Sell
25
-45
-64% -$14K 0.01% 107
2024
Q4 		$23.2K Buy
+70
New +$24.6K 0.02% 75

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Catherine Avery Investment Management's ETN Position: Q1 2026 in Review

Catherine Avery Investment Management sold out of Eaton (ETN) in Q1 2026, closing a stake of 25 shares — an estimated $7.96K sold.

Catherine Avery Investment Management first reported a position in ETN in Q4 2024 and held it in 5 quarters. The position peaked at $23.2K in Q4 2024. 2,522 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Catherine Avery Investment Management reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
  • Catherine Avery Investment Management sold 25 Eaton shares in Q1 2026, an estimated $7.96K.
  • Catherine Avery Investment Management first reported a position in Eaton in Q4 2024 and held it in 5 quarters.
  • Catherine Avery Investment Management's Eaton position peaked at $23.2K in Q4 2024.
  • 2,522 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Catherine Avery Investment Management's 13F filing for Q1 2026, filed 15 May 2026.