MWS
ETN icon

Maxwell Wealth Strategies’s Eaton ETN Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$7.27M Sell
21,898
-190
-0.9% -$66.7K 2.97% 7
2024
Q3 		$7.45M Buy
22,088
+7,545
+52% +$2.31M 3.17% 4
2024
Q2 		$4.56M Sell
14,543
-256
-2% -$82.7K 2.23% 9
2024
Q1 		$4.95M Sell
14,799
-1,786
-11% -$488K 2.51% 6
2023
Q4 		$3.99M Buy
+16,585
New +$3.66M 2.61% 7

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Maxwell Wealth Strategies's ETN Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Eaton (ETN) stake by 0.86% in Q4 2024, selling an estimated $66.7K and leaving 21,898 shares worth $7.27M. The position accounts for 2.97% of the portfolio, ranked #7.

Maxwell Wealth Strategies first reported a position in ETN in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.45M in Q3 2024. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Maxwell Wealth Strategies held 21,898 shares of Eaton worth $7.27M as of Q4 2024.
  • Maxwell Wealth Strategies sold 190 Eaton shares in Q4 2024, an estimated $66.7K.
  • Eaton made up 2.97% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #7 holding.
  • Maxwell Wealth Strategies first reported a position in Eaton in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Eaton position peaked at $7.45M in Q3 2024.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.