Guardian Wealth Management (Illinois)’s Eaton ETN Stock Holding History

Guardian Wealth Management (Illinois)’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	-26	Closed	-$7.07K	–	110
2025 Q1	$7.07K	Sell	26 -75	-74%	-$23.4K	﹤0.01%	177
2024 Q4	$33.5K	Hold	101	–	–	0.02%	129
2024 Q3	$33.5K	Sell	101 -2	-2%	-$611	0.02%	126
2024 Q2	$32.3K	Sell	103 -15	-13%	-$4.84K	0.02%	124
2024 Q1	$36.9K	Hold	118	–	–	0.03%	116
2023 Q4	$28.4K	Hold	118	–	–	0.02%	125
2023 Q3	$25.2K	Hold	118	–	–	0.02%	128
2023 Q2	$23.7K	Hold	118	–	–	0.02%	131
2023 Q1	$20.2K	Sell	118 -2	-2%	-$333	0.02%	137
2022 Q4	$18.8K	Hold	120	–	–	0.02%	146
2022 Q3	$16K	Sell	120 -3	-2%	-$420	0.02%	142
2022 Q2	$15K	Sell	123 -2	-2%	-$280	0.02%	147
2022 Q1	$19K	Hold	125	–	–	0.02%	153
2021 Q4	$22K	Buy	+125	New	+$20.7K	0.02%	146

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s ETN Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Eaton (ETN) in Q2 2025, closing a stake of 26 shares — an estimated $7.07K sold.

Guardian Wealth Management (Illinois) first reported a position in ETN in Q4 2021 and held it in 14 quarters. The position peaked at $36.9K in Q1 2024. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 26 Eaton shares in Q2 2025, an estimated $7.07K.
Guardian Wealth Management (Illinois) first reported a position in Eaton in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Eaton position peaked at $36.9K in Q1 2024.
2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.