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Coppell Advisory Solutions’s Eaton ETN Stock Holding History

Coppell Advisory Solutions’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
-546
Closed -$181K – 799
2024
Q4 		$181K Sell
546
-27
-5% -$9.48K 0.03% 295
2024
Q3 		$188K Buy
573
+123
+27% +$37.6K 0.03% 295
2024
Q2 		$141K Buy
+450
New +$145K 0.02% 322
2023
Q4 		$85.5K Buy
355
+162
+84% +$35.8K 0.02% 388
2023
Q3 		$30.3K Sell
193
-255
-57% -$55K 0.01% 430
2023
Q2 		$89.1K Buy
+448
New +$78.8K 0.03% 281
2023
Q1 		– Sell
-193
Closed -$30.3K – 473
2022
Q4 		$30.3K Buy
+193
New +$29.6K 0.01% 433

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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

Coppell Advisory Solutions's ETN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Eaton (ETN) in Q1 2025, closing a stake of 546 shares — an estimated $181K sold.

Coppell Advisory Solutions first reported a position in ETN in Q4 2022 and held it in 7 quarters. The position peaked at $188K in Q3 2024. 2,188 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Eaton position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 546 Eaton shares in Q1 2025, an estimated $181K.
  • Coppell Advisory Solutions first reported a position in Eaton in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Eaton position peaked at $188K in Q3 2024.
  • 2,188 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.