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Retirement Financial Solutions’s Eaton ETN Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-1,102
Closed -$366K – 40
2024
Q4 		$366K Buy
1,102
+3
+0.3% +$1.05K 0.2% 34
2024
Q3 		$364K Buy
1,099
+3
+0.3% +$917 0.16% 36
2024
Q2 		$344K Sell
1,096
-209
-16% -$67.5K 0.16% 36
2024
Q1 		$408K Hold
1,305
– – 0.21% 35
2023
Q4 		$314K Sell
1,305
-25
-2% -$5.52K 0.18% 41
2023
Q3 		$284K Buy
1,330
+25
+2% +$5.39K 0.19% 34
2023
Q2 		$262K Hold
1,305
– – 0.18% 28
2023
Q1 		$224K Hold
1,305
– – 0.18% 29
2022
Q4 		$205K Buy
+1,305
New +$200K 0.17% 28

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Retirement Financial Solutions's ETN Position: Q1 2025 in Review

Retirement Financial Solutions sold out of Eaton (ETN) in Q1 2025, closing a stake of 1,102 shares — an estimated $366K sold.

Retirement Financial Solutions first reported a position in ETN in Q4 2022 and held it in 9 quarters. The position peaked at $408K in Q1 2024. 2,189 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

  • Retirement Financial Solutions reported no remaining Eaton position as of Q1 2025 after selling out during the quarter.
  • Retirement Financial Solutions sold 1,102 Eaton shares in Q1 2025, an estimated $366K.
  • Retirement Financial Solutions first reported a position in Eaton in Q4 2022 and held it in 9 quarters.
  • Retirement Financial Solutions's Eaton position peaked at $408K in Q1 2024.
  • 2,189 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on Retirement Financial Solutions's 13F filing for Q1 2025, filed 16 Apr 2025.