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IBEX Wealth Advisors’s Eaton ETN Stock Holding History

IBEX Wealth 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
2025
Q1 		– Sell
-1,071
Closed -$355K – 149
2024
Q4 		$355K Buy
+1,071
New +$376K 0.04% 162
2024
Q3 		– Sell
-1,000
Closed -$313K – 134
2024
Q2 		$313K Buy
+1,000
New +$323K 0.05% 105
2022
Q2 		– Sell
-2,976
Closed -$452K – 162
2022
Q1 		$452K Buy
2,976
+1,775
+148% +$278K 0.09% 120
2021
Q4 		$208K Buy
1,201
+252
+27% +$41.8K 0.04% 178
2021
Q3 		$142K Buy
+949
New +$152K 0.03% 206

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

IBEX Wealth Advisors's ETN Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Eaton (ETN) in Q1 2025, closing a stake of 1,071 shares — an estimated $355K sold.

IBEX Wealth Advisors first reported a position in ETN in Q3 2021 and held it in 5 quarters. The position peaked at $452K in Q1 2022. 2,188 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining Eaton position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,071 Eaton shares in Q1 2025, an estimated $355K.
  • IBEX Wealth Advisors first reported a position in Eaton in Q3 2021 and held it in 5 quarters.
  • IBEX Wealth Advisors's Eaton position peaked at $452K in Q1 2022.
  • 2,188 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.