Peterson Wealth Management’s Eaton ETN Stock Holding History

Peterson 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
2025 Q2	–	Sell	-1,335	Closed	-$363K	–	47
2025 Q1	$363K	Buy	+1,335	New	+$416K	0.24%	43

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

Peterson Wealth Management's ETN Position: Q2 2025 in Review

Peterson Wealth Management sold out of Eaton (ETN) in Q2 2025, closing a stake of 1,335 shares — an estimated $363K sold.

Peterson Wealth Management first reported a position in ETN in Q1 2025 and held it in 1 quarter. The position peaked at $363K in Q1 2025. 2,322 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

Peterson Wealth Management reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
Peterson Wealth Management sold 1,335 Eaton shares in Q2 2025, an estimated $363K.
Peterson Wealth Management first reported a position in Eaton in Q1 2025 and held it in 1 quarter.
Peterson Wealth Management's Eaton position peaked at $363K in Q1 2025.
2,322 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Peterson Wealth Management's 13F filing for Q2 2025, filed 15 Oct 2025.