Goldstein Advisors
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Goldstein Advisors’s Eaton ETN Stock Holding History

Goldstein Advisors’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
2026
Q3 		$556K Sell
1,295
-12
-0.9% -$5.01K 0.05% 122
2026
Q2 		$557K Buy
1,307
+316
+32% +$127K 0.05% 123
2026
Q1 		$354K Buy
991
+163
+20% +$58K 0.04% 131
2025
Q4 		$264K Sell
828
-5
-0.6% -$1.77K 0.03% 167
2025
Q3 		$312K Buy
+833
New +$303K 0.04% 135
2025
Q1 		– Sell
-676
Closed -$224K – 206
2024
Q4 		$224K Sell
676
-54
-7% -$19K 0.03% 167
2024
Q3 		$242K Buy
+730
New +$223K 0.04% 157

Other funds holding ETN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Goldstein Advisors's ETN Position: Q3 2026 in Review

Goldstein Advisors reduced its Eaton (ETN) stake by 0.92% in Q3 2026, selling an estimated $5.01K and leaving 1,295 shares worth $556K. The position accounts for 0.05% of the portfolio, ranked #122.

Goldstein Advisors first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. The position peaked at $557K in Q2 2026. 2,429 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Goldstein Advisors held 1,295 shares of Eaton worth $556K as of Q3 2026.
  • Goldstein Advisors sold 12 Eaton shares in Q3 2026, an estimated $5.01K.
  • Eaton made up 0.05% of Goldstein Advisors's portfolio in Q3 2026, its #122 holding.
  • Goldstein Advisors first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • Goldstein Advisors's Eaton position peaked at $557K in Q2 2026.
  • 2,429 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.