Elevatus Welath Management’s Eaton ETN Stock Holding History

Elevatus Welath 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 Q3	–	Sell	-8,135	Closed	-$2.9M	–	131
2025 Q2	$2.9M	Buy	+8,135	New	+$2.51M	0.97%	32

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Elevatus Welath Management's ETN Position: Q3 2025 in Review

Elevatus Welath Management sold out of Eaton (ETN) in Q3 2025, closing a stake of 8,135 shares — an estimated $2.9M sold.

Elevatus Welath Management first reported a position in ETN in Q2 2025 and held it in 1 quarter. The position peaked at $2.9M in Q2 2025. 2,383 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

Elevatus Welath Management reported no remaining Eaton position as of Q3 2025 after selling out during the quarter.
Elevatus Welath Management sold 8,135 Eaton shares in Q3 2025, an estimated $2.9M.
Elevatus Welath Management first reported a position in Eaton in Q2 2025 and held it in 1 quarter.
Elevatus Welath Management's Eaton position peaked at $2.9M in Q2 2025.
2,383 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Elevatus Welath Management's 13F filing for Q3 2025, filed 13 Nov 2025.