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Global Financial Private Client’s Eaton ETN Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-104
Closed -$28.3K – 660
2025
Q1 		$28.3K Buy
104
+9
+9% +$2.8K 0.01% 399
2024
Q4 		$31.5K Buy
95
+4
+4% +$1.4K 0.01% 365
2024
Q3 		$30.2K Buy
91
+36
+65% +$11K 0.01% 372
2024
Q2 		$17.2K Hold
55
– – 0.01% 395
2024
Q1 		$17.2K Buy
55
+35
+175% +$9.57K 0.01% 408
2023
Q4 		$4.82K Hold
20
– – ﹤0.01% 520
2023
Q3 		$4.21K Hold
20
– – ﹤0.01% 515
2023
Q2 		$4.01K Sell
20
-52
-72% -$9.15K ﹤0.01% 514
2023
Q1 		$12.3K Hold
72
– – 0.01% 423
2022
Q4 		$11.3K Buy
72
+64
+800% +$9.81K 0.01% 410
2022
Q3 		$1.1K Hold
8
– – ﹤0.01% 572
2022
Q2 		$1.02K Hold
8
– – ﹤0.01% 562
2022
Q1 		$1.21K Hold
8
– – ﹤0.01% 569
2021
Q4 		$1.38K Hold
8
– – ﹤0.01% 549
2021
Q3 		$1.21K Hold
8
– – ﹤0.01% 514
2021
Q2 		$1.2K Hold
8
– – ﹤0.01% 517
2021
Q1 		$1.12K Hold
8
– – ﹤0.01% 491
2020
Q4 		$961 Buy
+8
New +$904 ﹤0.01% 483
2020
Q2 		– Sell
-550
Closed -$45.3K – 516
2020
Q1 		$40.2K Hold
550
– – 0.04% 229
2019
Q4 		$52.1K Buy
+550
New +$48.8K 0.04% 235

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
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

Global Financial Private Client's ETN Position: Q2 2025 in Review

Global Financial Private Client sold out of Eaton (ETN) in Q2 2025, closing a stake of 104 shares — an estimated $28.3K sold.

Global Financial Private Client first reported a position in ETN in Q4 2019 and held it in 20 quarters. The position peaked at $52.1K in Q4 2019. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • Global Financial Private Client reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 104 Eaton shares in Q2 2025, an estimated $28.3K.
  • Global Financial Private Client first reported a position in Eaton in Q4 2019 and held it in 20 quarters.
  • Global Financial Private Client's Eaton position peaked at $52.1K in Q4 2019.
  • 2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.