Hopwood Financial Services’s Eaton ETN Stock Holding History

Hopwood Financial Services’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 Q4	–	Sell	-198	Closed	-$74.1K	–	146
2025 Q3	$74.1K	Sell	198 -20	-9%	-$7.27K	0.05%	133
2025 Q2	$77.8K	Hold	218	–	–	0.06%	124
2025 Q1	$59.3K	Buy	218 +66	+43%	+$20.6K	0.05%	139
2024 Q4	$50.4K	Buy	+152	New	+$53.3K	0.04%	154

Other funds holding ETN

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Hopwood Financial Services's ETN Position: Q4 2025 in Review

Hopwood Financial Services sold out of Eaton (ETN) in Q4 2025, closing a stake of 198 shares — an estimated $74.1K sold.

Hopwood Financial Services first reported a position in ETN in Q4 2024 and held it in 4 quarters. The position peaked at $77.8K in Q2 2025. 2,463 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

Hopwood Financial Services reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 198 Eaton shares in Q4 2025, an estimated $74.1K.
Hopwood Financial Services first reported a position in Eaton in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's Eaton position peaked at $77.8K in Q2 2025.
2,463 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.