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Sheaff Brock Investment Advisors’s Eaton ETN Stock Holding History

Sheaff Brock Investment Advisors’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
2024
Q4 		– Sell
-692
Closed -$229K – 459
2024
Q3 		$229K Buy
+692
New +$211K 0.02% 368
2024
Q2 		– Sell
-761
Closed -$238K – 480
2024
Q1 		$238K Sell
761
-4,068
-84% -$1.11M 0.02% 407
2023
Q4 		$1.16M Buy
+4,829
New +$1.07M 0.09% 158
2023
Q3 		– Sell
-5,314
Closed -$1.07M – 469
2023
Q2 		$1.07M Sell
5,314
-100
-2% -$17.6K 0.09% 159
2023
Q1 		$928K Hold
5,414
– – 0.09% 182
2022
Q4 		$850K Buy
5,414
+100
+2% +$15.3K 0.08% 185
2022
Q3 		$709K Sell
5,314
-100
-2% -$14K 0.08% 197
2022
Q2 		$682K Sell
5,414
-200
-4% -$28K 0.06% 206
2022
Q1 		$852K Hold
5,614
– – 0.06% 201
2021
Q4 		$970K Buy
+5,614
New +$930K 0.06% 187
2021
Q2 		– Sell
-8,664
Closed -$1.2M – 527
2021
Q1 		$1.2M Buy
+8,664
New +$1.12M 0.09% 140

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sheaff Brock Investment Advisors's ETN Position: Q4 2024 in Review

Sheaff Brock Investment Advisors sold out of Eaton (ETN) in Q4 2024, closing a stake of 692 shares — an estimated $229K sold.

Sheaff Brock Investment Advisors first reported a position in ETN in Q1 2021 and held it in 11 quarters. The position peaked at $1.2M in Q1 2021. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Sheaff Brock Investment Advisors reported no remaining Eaton position as of Q4 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 692 Eaton shares in Q4 2024, an estimated $229K.
  • Sheaff Brock Investment Advisors first reported a position in Eaton in Q1 2021 and held it in 11 quarters.
  • Sheaff Brock Investment Advisors's Eaton position peaked at $1.2M in Q1 2021.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.