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Retirement Income Solutions’s Eaton ETN Stock Holding History

Retirement Income 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
2026
Q1 		$511K Sell
1,430
-45
-3% -$16K 0.09% 95
2025
Q4 		$470K Sell
1,475
-14
-0.9% -$4.96K 0.08% 97
2025
Q3 		$557K Buy
1,489
+59
+4% +$21.5K 0.1% 83
2025
Q2 		$510K Hold
1,430
– – 0.09% 83
2025
Q1 		$389K Hold
1,430
– – 0.08% 89
2024
Q4 		$475K Hold
1,430
– – 0.1% 78
2024
Q3 		$474K Sell
1,430
-43
-3% -$13.1K 0.11% 76
2024
Q2 		$462K Hold
1,473
– – 0.11% 76
2024
Q1 		$461K Hold
1,473
– – 0.1% 83
2023
Q4 		$355K Sell
1,473
-325
-18% -$71.7K 0.09% 92
2023
Q3 		$383K Hold
1,798
– – 0.11% 85
2023
Q2 		$362K Hold
1,798
– – 0.1% 96
2023
Q1 		$308K Buy
+1,798
New +$299K 0.09% 101

Other funds holding ETN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return