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Greystone Financial Group’s Eaton ETN Stock Holding History

Greystone Financial Group’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
-2,999
Closed -$815K – 99
2025
Q1 		$815K Buy
2,999
+880
+42% +$274K 0.15% 72
2024
Q4 		$703K Buy
2,119
+470
+29% +$165K 0.12% 75
2024
Q3 		$547K Buy
+1,649
New +$504K 0.1% 84

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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

Greystone Financial Group's ETN Position: Q2 2025 in Review

Greystone Financial Group sold out of Eaton (ETN) in Q2 2025, closing a stake of 2,999 shares — an estimated $815K sold.

Greystone Financial Group first reported a position in ETN in Q3 2024 and held it in 3 quarters. The position peaked at $815K in Q1 2025. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • Greystone Financial Group reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
  • Greystone Financial Group sold 2,999 Eaton shares in Q2 2025, an estimated $815K.
  • Greystone Financial Group first reported a position in Eaton in Q3 2024 and held it in 3 quarters.
  • Greystone Financial Group's Eaton position peaked at $815K in Q1 2025.
  • 2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Greystone Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.