Midwest Wealth Management’s Eaton ETN Stock Holding History

Midwest 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 Q1	$1.96M	Buy	12,920 +688	+6%	+$108K	1.19%	37
2021 Q4	$2.11M	Buy	12,232 +491	+4%	+$81.4K	1.32%	30
2021 Q3	$1.75M	Buy	11,741 +373	+3%	+$59.6K	1.21%	29
2021 Q2	$1.69M	Buy	11,368 +583	+5%	+$84K	1.2%	33
2021 Q1	$1.49M	Buy	10,785 +634	+6%	+$81.7K	1.21%	36
2020 Q4	$1.22M	Buy	+10,151	New	+$1.15M	1.11%	37

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Midwest Wealth Management's ETN Position: Q1 2022 in Review

Midwest Wealth Management increased its Eaton (ETN) stake by 5.6% in Q1 2022, buying an estimated $108K and bringing the position to 12,920 shares worth $1.96M. The position accounts for 1.19% of the portfolio, ranked #37.

Midwest Wealth Management first reported a position in ETN in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.11M in Q4 2021. 1,416 funds tracked by Wall St. Rank hold ETN as of Q1 2022.

Midwest Wealth Management held 12,920 shares of Eaton worth $1.96M as of Q1 2022.
Midwest Wealth Management bought 688 Eaton shares in Q1 2022, an estimated $108K.
Eaton made up 1.19% of Midwest Wealth Management's portfolio in Q1 2022, its #37 holding.
Midwest Wealth Management first reported a position in Eaton in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's Eaton position peaked at $2.11M in Q4 2021.
1,416 funds tracked by Wall St. Rank held Eaton as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.