FWM
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Frontier Wealth Management’s Eaton ETN Stock Holding History

Frontier Wealth 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
2022
Q2 		$606K Sell
4,806
-10
-0.2% -$1.4K 0.04% 222
2022
Q1 		$678K Sell
4,816
-380
-7% -$59.5K 0.01% 211
2021
Q4 		$898K Buy
5,196
+24
+0.5% +$3.98K 0.06% 201
2021
Q3 		$772K Buy
5,172
+816
+19% +$130K 0.05% 219
2021
Q2 		$645K Buy
4,356
+263
+6% +$37.9K 0.05% 230
2021
Q1 		$566K Sell
4,093
-93
-2% -$12K 0.04% 226
2020
Q4 		$503K Hold
4,186
– – 0.04% 230
2020
Q3 		$427K Buy
4,186
+250
+6% +$24.4K 0.04% 240
2020
Q2 		$344K Buy
+3,936
New +$324K 0.03% 261
2015
Q3 		– Sell
-4,127
Closed -$279K – 356
2015
Q2 		$279K Sell
4,127
-1,029
-20% -$72.6K 0.04% 269
2015
Q1 		$350K Sell
5,156
-2,710
-34% -$184K 0.06% 207
2014
Q4 		$535K Buy
+7,866
New +$519K 0.1% 137

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return