KerberRose Wealth Management’s Eaton ETN Stock Holding History

KerberRose Wealth Management’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
2022 Q2	$369K	Buy	+2,929	New	+$410K	0.3%	65

Other funds holding ETN

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

KerberRose Wealth Management's ETN Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Eaton (ETN) in Q2 2022: 2,929 shares worth $369K. The stake represents 0.3% of the portfolio and ranks #65 among its holdings.

1,362 funds tracked by Wall St. Rank hold ETN as of Q2 2022.

KerberRose Wealth Management held 2,929 shares of Eaton worth $369K as of Q2 2022.
Eaton was a new KerberRose Wealth Management position in Q2 2022.
Eaton made up 0.3% of KerberRose Wealth Management's portfolio in Q2 2022, its #65 holding.
1,362 funds tracked by Wall St. Rank held Eaton as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.