N.E.W. Advisory Services’s Eaton ETN Stock Holding History

N.E.W. Advisory 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 Q2	–	Sell	-23	Closed	-$6.25K	–	860
2025 Q1	$6.25K	Buy	+23	New	+$7.16K	﹤0.01%	682

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

N.E.W. Advisory Services's ETN Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of Eaton (ETN) in Q2 2025, closing a stake of 23 shares — an estimated $6.25K sold.

N.E.W. Advisory Services first reported a position in ETN in Q1 2025 and held it in 1 quarter. The position peaked at $6.25K in Q1 2025. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

N.E.W. Advisory Services reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 23 Eaton shares in Q2 2025, an estimated $6.25K.
N.E.W. Advisory Services first reported a position in Eaton in Q1 2025 and held it in 1 quarter.
N.E.W. Advisory Services's Eaton position peaked at $6.25K in Q1 2025.
2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.