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Financial Advocates Investment Management’s Eaton ETN Stock Holding History

Financial Advocates 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
2025
Q3 		– Sell
-2,490
Closed -$889K – 220
2025
Q2 		$889K Buy
2,490
+308
+14% +$94.9K 0.07% 252
2025
Q1 		$593K Buy
2,182
+196
+10% +$61K 0.04% 392
2024
Q4 		$659K Sell
1,986
-55
-3% -$19.3K 0.04% 385
2024
Q3 		$676K Sell
2,041
-78
-4% -$23.8K 0.04% 389
2024
Q2 		$664K Sell
2,119
-275
-11% -$88.8K 0.04% 371
2024
Q1 		$749K Sell
2,394
-105
-4% -$28.7K 0.04% 368
2023
Q4 		$602K Buy
2,499
+45
+2% +$9.93K 0.04% 387
2023
Q3 		$523K Sell
2,454
-373
-13% -$80.4K 0.04% 400
2023
Q2 		$568K Sell
2,827
-255
-8% -$44.9K 0.04% 373
2023
Q1 		$528K Buy
3,082
+174
+6% +$29K 0.04% 417
2022
Q4 		$456K Buy
+2,908
New +$446K 0.03% 465
2022
Q3 		– Sell
-2,259
Closed -$284K – 771
2022
Q2 		$284K Buy
+2,259
New +$316K 0.02% 524
2021
Q2 		– Sell
-1,999
Closed -$276K – 763
2021
Q1 		$276K Sell
1,999
-97
-5% -$12.5K 0.02% 629
2020
Q4 		$252K Buy
2,096
+3
+0.1% +$339 0.02% 614
2020
Q3 		$214K Buy
+2,093
New +$205K 0.02% 564
2018
Q4 		– Sell
-3,985
Closed -$346K – 445
2018
Q3 		$346K Buy
3,985
+6
+0.2% +$491 0.04% 354
2018
Q2 		$298K Sell
3,979
-560
-12% -$43.3K 0.04% 369
2018
Q1 		$362K Buy
4,539
+1,276
+39% +$105K 0.05% 325
2017
Q4 		$258K Buy
+3,263
New +$254K 0.04% 390

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's ETN Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Eaton (ETN) in Q3 2025, closing a stake of 2,490 shares — an estimated $889K sold.

Financial Advocates Investment Management first reported a position in ETN in Q4 2017 and held it in 19 quarters. The position peaked at $889K in Q2 2025. 2,385 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Eaton position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,490 Eaton shares in Q3 2025, an estimated $889K.
  • Financial Advocates Investment Management first reported a position in Eaton in Q4 2017 and held it in 19 quarters.
  • Financial Advocates Investment Management's Eaton position peaked at $889K in Q2 2025.
  • 2,385 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.